NWM
Nova Wealth Management Portfolio holdings
AUM $115M
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
36.8%
Holding
399
New
388
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $13.7M | |
| 2 | $5.44M | |
| 3 | $4.46M | |
| 4 | $3.42M | |
| 5 | $3.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Financials | 2.42% |
| 3 | Consumer Discretionary | 2.13% |
| 4 | Communication Services | 1.29% |
| 5 | Industrials | 1.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $576 | 0% | 7 | New | +$576 | |||
| $536 | 0% | 3 | New | +$536 | |||
| $499 | 0% | 16 | New | +$499 | |||
| $483 | 0% | 4 | New | +$483 | |||
| $461 | 0% | 20 | New | +$461 | |||
| $430 | 0% | 5 | New | +$430 | |||
| $395 | 0% | 8 | New | +$395 | |||
| $395 | 0% | 42 | New | +$395 | |||
| $376 | 0% | 10 | New | +$376 | |||
| $374 | 0% | 9 | New | +$374 | |||
| $363 | 0% | 1 | New | +$363 | |||
| $355 | 0% | 6 | New | +$355 | |||
| $354 | 0% | 4 | New | +$354 | |||
| $303 | 0% | 4 | New | +$303 | |||
| $269 | 0% | 20 | New | +$269 | |||
| $266 | 0% | 5 | New | +$266 | |||
| $261 | 0% | 1 | New | +$261 | |||
| $255 | 0% | 18 | New | +$255 | |||
| $254 | 0% | 2 | New | +$254 | |||
| $252 | 0% | 25 | New | +$252 | |||
| $235 | 0% | 7 | New | +$235 | |||
| $231 | 0% | 17 | New | +$231 | |||
| $218 | 0% | 3 | New | +$218 | |||
| $206 | 0% | 1 | New | +$206 | |||
| $183 | 0% | 3 | New | +$183 |
