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
301
$21.6K 0.02%
148
-590
302
$21.4K 0.02%
140
303
$21.2K 0.02%
237
+18
304
$21.2K 0.02%
342
+195
305
$21.2K 0.02%
96
+15
306
$20.6K 0.02%
419
+329
307
$20.5K 0.02%
302
-6
308
$20.4K 0.02%
131
-20
309
$19.8K 0.01%
150
-14
310
$19.6K 0.01%
845
-578
311
$19.6K 0.01%
170
-38
312
$19.2K 0.01%
211
+19
313
$18.9K 0.01%
+188
314
$18.7K 0.01%
1,721
+1,306
315
$18.6K 0.01%
210
-1,642
316
$17.5K 0.01%
33
+28
317
$17K 0.01%
+50
318
$17K 0.01%
175
319
$16.7K 0.01%
170
-64
320
$16.7K 0.01%
329
-3,747
321
$16.2K 0.01%
+539
322
$16.1K 0.01%
163
-3
323
$16K 0.01%
82
-12
324
$15.9K 0.01%
565
+465
325
$15.8K 0.01%
87
+44
11 12
13
14 15