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
276
$27.6K 0.02%
122
-2
277
$27K 0.02%
357
278
$26.8K 0.02%
3,722
279
$26.8K 0.02%
107
-19
280
$26.5K 0.02%
91
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281
$26.3K 0.02%
525
+443
282
$26.3K 0.02%
287
-29
283
$25.8K 0.02%
194
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284
$25.8K 0.02%
475
-447
285
$25.4K 0.02%
+140
286
$25.4K 0.02%
335
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287
$25.4K 0.02%
+259
288
$25K 0.02%
529
+227
289
$24.5K 0.02%
327
290
$24.3K 0.02%
4,812
291
$24.2K 0.02%
221
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292
$24K 0.02%
263
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293
$23.4K 0.02%
350
294
$23.2K 0.02%
86
295
$23.1K 0.02%
30
+4
296
$23.1K 0.02%
870
297
$22.7K 0.02%
320
-44
298
$22.5K 0.02%
100
299
$22.1K 0.02%
212
-22
300
$21.6K 0.02%
237
+52
10 11
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