NWM

Nova Wealth Management Portfolio holdings

AUM $142M
1-Year Est. Return 20.8%
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$5.44M
3 +$4.46M
4
PTNQ icon
Pacer Trendpilot 100 ETF
PTNQ
+$3.42M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.09%
2 Financials 2.42%
3 Consumer Discretionary 2.13%
4 Communication Services 1.3%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$22.7K 0.02%
+357
227
$22.6K 0.02%
+519
228
$22.5K 0.02%
+197
229
$22.2K 0.02%
+379
230
$22.1K 0.02%
+350
231
$21.9K 0.02%
+112
232
$21.3K 0.02%
+215
233
$21.3K 0.02%
+100
234
$20.3K 0.02%
+35
235
$20.3K 0.02%
+140
236
$20K 0.02%
+500
237
$19.4K 0.02%
+525
238
$18.4K 0.02%
+305
239
$17.8K 0.02%
+115
240
$17.6K 0.02%
+292
241
$16.8K 0.01%
+251
242
$16.4K 0.01%
+23
243
$15.7K 0.01%
+175
244
$15.2K 0.01%
+65
245
$15.2K 0.01%
+153
246
$15.2K 0.01%
+37
247
$15.2K 0.01%
+72
248
$14.4K 0.01%
+160
249
$13.5K 0.01%
+494
250
$13.4K 0.01%
+54