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
$116M
AUM Growth
+$402K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$734K
3
+$642K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$559K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$519K

Top Sells

1
+$2.28M
2
+$1.19M
3
+$767K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$447K
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$392K

Sector Composition

1 Technology 7.62%
2 Financials 2.56%
3 Consumer Discretionary 1.91%
4 Communication Services 1.17%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.16K 0.01%
100
-100
352
$6.81K 0.01%
+270
353
$6.7K 0.01%
+162
354
$6.4K 0.01%
+23
355
$6.32K 0.01%
61
356
$6.29K 0.01%
+273
357
$6.26K 0.01%
+75
358
$6.24K 0.01%
+43
359
$6.23K 0.01%
+42
360
$6.18K 0.01%
+27
361
$6.16K 0.01%
+30
362
$6.16K 0.01%
+139
363
$6.05K 0.01%
113
364
$6.02K 0.01%
+23
365
$5.68K ﹤0.01%
+42
366
$5.6K ﹤0.01%
47
+1
367
$5.45K ﹤0.01%
+108
368
$5.26K ﹤0.01%
259
369
$5.17K ﹤0.01%
30
-24
370
$5.12K ﹤0.01%
40
371
$5.09K ﹤0.01%
+90
372
$5.09K ﹤0.01%
+21
373
$5.07K ﹤0.01%
+296
374
$5.01K ﹤0.01%
+17
375
$4.93K ﹤0.01%
15
-82
13 14
15
16 17