NWM
Nova Wealth Management Portfolio holdings
AUM $115M
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
36.8%
Holding
399
New
388
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $13.7M | |
| 2 | $5.44M | |
| 3 | $4.46M | |
| 4 | $3.42M | |
| 5 | $3.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Financials | 2.42% |
| 3 | Consumer Discretionary | 2.13% |
| 4 | Communication Services | 1.29% |
| 5 | Industrials | 1.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.48K | 0.01% | 82 | New | +$7.48K | |||
| $7.44K | 0.01% | 39 | New | +$7.44K | |||
| $7.05K | 0.01% | 60 | New | +$7.05K | |||
| $6.93K | 0.01% | 10 | New | +$6.93K | |||
| $6.83K | 0.01% | 100 | New | +$6.83K | |||
| $6.78K | 0.01% | 222 | New | +$6.78K | |||
| $6.35K | 0.01% | 61 | New | +$6.35K | |||
| $6.31K | 0.01% | 100 | New | +$6.31K | |||
| $6.27K | 0.01% | 75 | New | +$6.27K | |||
| $5.86K | 0.01% | 94 | New | +$5.86K | |||
| $5.49K | 0% | 85 | New | +$5.49K | |||
| $5.41K | 0% | 46 | New | +$5.41K | |||
| $5.41K | 0% | 113 | New | +$5.41K | |||
| $5.29K | 0% | 40 | New | +$5.29K | |||
| $5.26K | 0% | 167 | New | +$5.26K | |||
| $5.24K | 0% | 219 | New | +$5.24K | |||
| $5.18K | 0% | 92 | New | +$5.18K | |||
| $5.1K | 0% | 515 | New | +$5.1K | |||
| $5.03K | 0% | 46 | New | +$5.03K | |||
| $4.99K | 0% | 100 | New | +$4.99K | |||
| $4.96K | 0% | 97 | New | +$4.96K | |||
| $4.94K | 0% | 25 | New | +$4.94K | |||
| $4.86K | 0% | 20 | New | +$4.86K | |||
| $4.74K | 0% | 259 | New | +$4.74K | |||
| $4.65K | 0% | 40 | New | +$4.65K |
