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
$116M
AUM Growth
+$402K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$734K
3
+$642K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$559K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$519K

Top Sells

1
+$2.28M
2
+$1.19M
3
+$767K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$447K
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$392K

Sector Composition

1 Technology 7.62%
2 Financials 2.56%
3 Consumer Discretionary 1.91%
4 Communication Services 1.17%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37.8K 0.03%
+245
227
$37.5K 0.03%
1,210
228
$37.2K 0.03%
+301
229
$37.1K 0.03%
304
+22
230
$36.9K 0.03%
+39
231
$36.9K 0.03%
912
232
$36.6K 0.03%
3,150
+475
233
$36.6K 0.03%
2,200
234
$36.5K 0.03%
+147
235
$36.4K 0.03%
2,540
236
$35.1K 0.03%
3,722
+622
237
$34.6K 0.03%
68
+18
238
$33.9K 0.03%
1,617
239
$33.8K 0.03%
195
-130
240
$33.4K 0.03%
439
241
$32.7K 0.03%
+120
242
$32.3K 0.03%
385
+55
243
$32K 0.03%
+452
244
$31.7K 0.03%
252
245
$31.4K 0.03%
1,103
+847
246
$31.3K 0.03%
+508
247
$31.3K 0.03%
430
+125
248
$31K 0.03%
316
+234
249
$30K 0.03%
+410
250
$30K 0.03%
275
-108
8 9
10
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