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
326
$15.7K 0.01%
160
327
$15.6K 0.01%
50
+27
328
$15.5K 0.01%
47
+32
329
$15.5K 0.01%
+480
330
$15.1K 0.01%
81
+20
331
$14.9K 0.01%
54
-1
332
$14.8K 0.01%
+492
333
$14.8K 0.01%
217
-33
334
$14.5K 0.01%
494
335
$14.1K 0.01%
+82
336
$14K 0.01%
32
337
$13.7K 0.01%
192
-59
338
$13.2K 0.01%
+552
339
$13.1K 0.01%
76
+29
340
$13.1K 0.01%
210
341
$12.9K 0.01%
+553
342
$12.9K 0.01%
128
343
$12.7K 0.01%
+14
344
$12.5K 0.01%
+189
345
$12.5K 0.01%
469
-513
346
$12.2K 0.01%
+400
347
$11.9K 0.01%
250
-40
348
$11.8K 0.01%
34
+4
349
$11.8K 0.01%
64
+53
350
$11.3K 0.01%
103
12 13
14
15 16