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
$116M
AUM Growth
+$402K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$734K
3
+$642K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$559K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$519K

Top Sells

1
+$2.28M
2
+$1.19M
3
+$767K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$447K
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$392K

Sector Composition

1 Technology 7.62%
2 Financials 2.56%
3 Consumer Discretionary 1.91%
4 Communication Services 1.17%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23.5K 0.02%
469
+177
277
$23.1K 0.02%
+364
278
$23K 0.02%
219
+4
279
$22.5K 0.02%
357
280
$22.2K 0.02%
327
281
$22.2K 0.02%
525
282
$21.8K 0.02%
86
+21
283
$21.4K 0.02%
234
-94
284
$21.4K 0.02%
+910
285
$21.4K 0.02%
200
286
$21K 0.02%
350
287
$20.6K 0.02%
124
+99
288
$20.1K 0.02%
100
289
$20.1K 0.02%
+176
290
$19.9K 0.02%
+208
291
$19.5K 0.02%
+177
292
$19.2K 0.02%
140
293
$18.7K 0.02%
+367
294
$18.4K 0.02%
+4
295
$18K 0.02%
+192
296
$17.9K 0.02%
94
+55
297
$17.6K 0.02%
+81
298
$17.6K 0.02%
+326
299
$17.4K 0.02%
1,423
-8,832
300
$17.3K 0.02%
+166
10 11
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