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
251
$13.3K 0.01%
+302
252
$12.7K 0.01%
+128
253
$12.7K 0.01%
+332
254
$12.5K 0.01%
+200
255
$12.2K 0.01%
+249
256
$12.1K 0.01%
+290
257
$11.9K 0.01%
+685
258
$11.8K 0.01%
+398
259
$11.6K 0.01%
+23
260
$11.6K 0.01%
+26
261
$11.5K 0.01%
+30
262
$11.4K 0.01%
+210
263
$11.2K 0.01%
+171
264
$11K 0.01%
+103
265
$10.6K 0.01%
+304
266
$9.46K 0.01%
+127
267
$9.37K 0.01%
+115
268
$9.31K 0.01%
+91
269
$9.06K 0.01%
+90
270
$8.39K 0.01%
+120
271
$8.18K 0.01%
+198
272
$8.18K 0.01%
+256
273
$8.11K 0.01%
+150
274
$7.94K 0.01%
+113
275
$7.55K 0.01%
+100
9 10
11
12 13