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
326
$1.53K ﹤0.01%
+16
327
$1.51K ﹤0.01%
+28
328
$1.32K ﹤0.01%
+4
329
$1.29K ﹤0.01%
+30
330
$1.24K ﹤0.01%
+7
331
$1.24K ﹤0.01%
+7
332
$1.2K ﹤0.01%
+6
333
$1.16K ﹤0.01%
+28
334
$1.14K ﹤0.01%
+18
335
$1.1K ﹤0.01%
+7
336
$1.04K ﹤0.01%
+5
337
$1.03K ﹤0.01%
+60
338
$996 ﹤0.01%
+3
339
$933 ﹤0.01%
+14
340
$868 ﹤0.01%
+50
341
$862 ﹤0.01%
+14
342
$857 ﹤0.01%
+3
343
$845 ﹤0.01%
+10
344
$838 ﹤0.01%
+2
345
$772 ﹤0.01%
+30
346
$717 ﹤0.01%
+15
347
$715 ﹤0.01%
+6
348
$714 ﹤0.01%
+22
349
$678 ﹤0.01%
+8
350
$589 ﹤0.01%
+25
12 13
14
15 16