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
276
$7.48K 0.01%
+82
277
$7.44K 0.01%
+39
278
$7.05K 0.01%
+60
279
$6.93K 0.01%
+10
280
$6.83K 0.01%
+100
281
$6.78K 0.01%
+222
282
$6.35K 0.01%
+61
283
$6.3K 0.01%
+100
284
$6.27K 0.01%
+75
285
$5.86K 0.01%
+94
286
$5.49K ﹤0.01%
+85
287
$5.41K ﹤0.01%
+46
288
$5.41K ﹤0.01%
+113
289
$5.29K ﹤0.01%
+40
290
$5.26K ﹤0.01%
+167
291
$5.24K ﹤0.01%
+219
292
$5.18K ﹤0.01%
+92
293
$5.1K ﹤0.01%
+515
294
$5.03K ﹤0.01%
+46
295
$4.99K ﹤0.01%
+100
296
$4.96K ﹤0.01%
+97
297
$4.94K ﹤0.01%
+25
298
$4.86K ﹤0.01%
+20
299
$4.74K ﹤0.01%
+259
300
$4.65K ﹤0.01%
+40
10 11
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