NWM

Nova Wealth Management Portfolio holdings

AUM $136M
This Quarter Return
+2.55%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$115M
AUM Growth
Cap. Flow
+$115M
Cap. Flow %
100%
Top 10 Hldgs %
36.8%
Holding
399
New
388
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
BAC icon
251
Bank of America
BAC
$373B
$13.3K 0.01%
+302
New +$13.3K
NOBL icon
252
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$12.7K 0.01%
+128
New +$12.7K
IXC icon
253
iShares Global Energy ETF
IXC
$1.86B
$12.7K 0.01%
+332
New +$12.7K
KO icon
254
Coca-Cola
KO
$297B
$12.5K 0.01%
+200
New +$12.5K
THNQ icon
255
ROBO Global Artificial Intelligence ETF
THNQ
$246M
$12.2K 0.01%
+249
New +$12.2K
BTC
256
Grayscale Bitcoin Mini Trust ETF
BTC
$4.84B
$12.1K 0.01%
+290
New +$12.1K
AAL icon
257
American Airlines Group
AAL
$8.84B
$11.9K 0.01%
+685
New +$11.9K
BP icon
258
BP
BP
$90.8B
$11.8K 0.01%
+398
New +$11.8K
UNH icon
259
UnitedHealth
UNH
$280B
$11.6K 0.01%
+23
New +$11.6K
SPOT icon
260
Spotify
SPOT
$142B
$11.6K 0.01%
+26
New +$11.6K
LULU icon
261
lululemon athletica
LULU
$24B
$11.5K 0.01%
+30
New +$11.5K
WPC icon
262
W.P. Carey
WPC
$14.5B
$11.4K 0.01%
+210
New +$11.4K
IYK icon
263
iShares US Consumer Staples ETF
IYK
$1.35B
$11.2K 0.01%
+171
New +$11.2K
TIP icon
264
iShares TIPS Bond ETF
TIP
$13.5B
$11K 0.01%
+103
New +$11K
BTOP icon
265
Bitwise Bitcoin and Ether Equal Weight Strategy ETF
BTOP
$4.79M
$10.6K 0.01%
+304
New +$10.6K
HACK icon
266
Amplify Cybersecurity ETF
HACK
$2.25B
$9.46K 0.01%
+127
New +$9.46K
FBTC icon
267
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
$9.37K 0.01%
+115
New +$9.37K
EQWL icon
268
Invesco S&P 100 Equal Weight ETF
EQWL
$1.66B
$9.31K 0.01%
+91
New +$9.31K
QTWO icon
269
Q2 Holdings
QTWO
$4.79B
$9.06K 0.01%
+90
New +$9.06K
QRVO icon
270
Qorvo
QRVO
$8.37B
$8.39K 0.01%
+120
New +$8.39K
HYLS icon
271
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.67B
$8.18K 0.01%
+198
New +$8.18K
BOTZ icon
272
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.82B
$8.18K 0.01%
+256
New +$8.18K
EES icon
273
WisdomTree US SmallCap Earnings Fund
EES
$630M
$8.11K 0.01%
+150
New +$8.11K
WFC icon
274
Wells Fargo
WFC
$262B
$7.94K 0.01%
+113
New +$7.94K
IMCG icon
275
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.88B
$7.55K 0.01%
+100
New +$7.55K