NWM

Nova Wealth Management Portfolio holdings

AUM $146M
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.23M
4
SFY icon
SoFi Select 500 ETF
SFY
+$1.21M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$951K

Top Sells

1
+$3.09M
2
+$2.16M
3
+$695K
4
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$549K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$487K

Sector Composition

1 Technology 8.47%
2 Financials 2.2%
3 Consumer Discretionary 1.94%
4 Communication Services 1.26%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.8K 0.03%
7,897
227
$41.6K 0.03%
10,450
228
$41.6K 0.03%
4,550
229
$41.5K 0.03%
598
+90
230
$41.5K 0.03%
444
+14
231
$41K 0.03%
3,350
232
$40.9K 0.03%
+1,036
233
$40.8K 0.03%
137
-21
234
$40.5K 0.03%
343
+39
235
$39.7K 0.03%
1,210
236
$39.7K 0.03%
985
+73
237
$38.6K 0.03%
366
-72
238
$38.4K 0.03%
1,329
-182
239
$37.3K 0.03%
2,615
240
$37.1K 0.03%
119
+18
241
$36.8K 0.03%
2,200
242
$36.4K 0.03%
649
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243
$36.4K 0.03%
384
244
$36K 0.03%
1,103
245
$35.4K 0.03%
3,150
246
$35.3K 0.03%
166
-29
247
$35.3K 0.03%
+750
248
$35.1K 0.03%
473
+34
249
$35.1K 0.03%
199
-55
250
$35.1K 0.03%
208
+8
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10
11 12