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
251
$35.1K 0.03%
121
-35
252
$35K 0.03%
1,678
253
$34.6K 0.03%
66
-2
254
$34.3K 0.03%
428
+227
255
$34.1K 0.03%
461
+238
256
$34.1K 0.03%
68
+10
257
$34.1K 0.03%
1,622
258
$33.6K 0.02%
1,617
259
$33.3K 0.02%
252
260
$32.7K 0.02%
132
-15
261
$32.3K 0.02%
200
262
$31.8K 0.02%
2,540
263
$31.7K 0.02%
+119
264
$31.6K 0.02%
198
+48
265
$31.2K 0.02%
258
+82
266
$30.7K 0.02%
110
-13
267
$30.3K 0.02%
517
-505
268
$29.8K 0.02%
275
269
$29.7K 0.02%
465
270
$29.6K 0.02%
248
-53
271
$29.5K 0.02%
426
-26
272
$29.3K 0.02%
28
273
$28.6K 0.02%
98
-22
274
$28.4K 0.02%
+582
275
$27.7K 0.02%
5
+1
9 10
11
12 13