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
301
$4.6K ﹤0.01%
+135
302
$4.48K ﹤0.01%
+116
303
$4.43K ﹤0.01%
+57
304
$4.32K ﹤0.01%
+107
305
$4.26K ﹤0.01%
+37
306
$3.87K ﹤0.01%
+38
307
$3.81K ﹤0.01%
+35
308
$3.64K ﹤0.01%
+55
309
$3.59K ﹤0.01%
+86
310
$3.41K ﹤0.01%
+71
311
$3.17K ﹤0.01%
+30
312
$3.16K ﹤0.01%
+105
313
$3.1K ﹤0.01%
+150
314
$2.95K ﹤0.01%
+72
315
$2.92K ﹤0.01%
+130
316
$2.73K ﹤0.01%
+100
317
$2.58K ﹤0.01%
+60
318
$2.23K ﹤0.01%
+71
319
$2.21K ﹤0.01%
+20
320
$1.94K ﹤0.01%
+32
321
$1.93K ﹤0.01%
+183
322
$1.89K ﹤0.01%
+14
323
$1.77K ﹤0.01%
+1,000
324
$1.56K ﹤0.01%
+20
325
$1.53K ﹤0.01%
+30
11 12
13
14 15