NWM

Nova Wealth Management Portfolio holdings

AUM $136M
This Quarter Return
+12.56%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$136M
AUM Growth
+$20.3M
Cap. Flow
+$8.06M
Cap. Flow %
5.92%
Top 10 Hldgs %
30.25%
Holding
806
New
255
Increased
201
Reduced
175
Closed
63
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
QQQE icon
326
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.2B
$15.7K 0.01%
160
ADSK icon
327
Autodesk
ADSK
$69.5B
$15.6K 0.01%
50
+27
+117% +$8.44K
CI icon
328
Cigna
CI
$81.5B
$15.5K 0.01%
47
+32
+213% +$10.5K
ROE icon
329
Astoria US Quality Kings ETF
ROE
$169M
$15.5K 0.01%
+480
New +$15.5K
HWM icon
330
Howmet Aerospace
HWM
$71.8B
$15.1K 0.01%
81
+20
+33% +$3.73K
MAR icon
331
Marriott International Class A Common Stock
MAR
$71.9B
$14.9K 0.01%
54
-1
-2% -$276
HEQT icon
332
Simplify Hedged Equity ETF
HEQT
$307M
$14.8K 0.01%
+492
New +$14.8K
QLV icon
333
FlexShares US Quality Low Volatility Index Fund
QLV
$147M
$14.8K 0.01%
217
-33
-13% -$2.25K
KMI icon
334
Kinder Morgan
KMI
$59.1B
$14.5K 0.01%
494
TM icon
335
Toyota
TM
$260B
$14.1K 0.01%
+82
New +$14.1K
VUG icon
336
Vanguard Growth ETF
VUG
$186B
$14K 0.01%
32
SPHQ icon
337
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$13.7K 0.01%
192
-59
-24% -$4.2K
RDFI icon
338
Rareview Dynamic Fixed Income ETF
RDFI
$56.2M
$13.2K 0.01%
+552
New +$13.2K
FI icon
339
Fiserv
FI
$73.4B
$13.1K 0.01%
76
+29
+62% +$5.01K
WPC icon
340
W.P. Carey
WPC
$14.9B
$13.1K 0.01%
210
CLSE icon
341
Convergence Long/Short Equity ETF
CLSE
$204M
$12.9K 0.01%
+553
New +$12.9K
NOBL icon
342
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$12.9K 0.01%
128
KLAC icon
343
KLA
KLAC
$119B
$12.7K 0.01%
+14
New +$12.7K
FTLS icon
344
First Trust Long/Short Equity ETF
FTLS
$1.97B
$12.5K 0.01%
+189
New +$12.5K
BUFD icon
345
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.44B
$12.5K 0.01%
469
-513
-52% -$13.6K
GHTA icon
346
Goose Hollow Tactical Allocation ETF
GHTA
$44.4M
$12.2K 0.01%
+400
New +$12.2K
BTC
347
Grayscale Bitcoin Mini Trust ETF
BTC
$4.88B
$11.9K 0.01%
250
-40
-14% -$1.91K
COIN icon
348
Coinbase
COIN
$76.8B
$11.8K 0.01%
34
+4
+13% +$1.39K
ABBV icon
349
AbbVie
ABBV
$375B
$11.8K 0.01%
64
+53
+482% +$9.8K
TIP icon
350
iShares TIPS Bond ETF
TIP
$13.6B
$11.3K 0.01%
103