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
351
$11.3K 0.01%
+105
352
$11.3K 0.01%
+52
353
$11.1K 0.01%
+274
354
$11K 0.01%
+425
355
$11K 0.01%
108
+88
356
$10.9K 0.01%
55
+30
357
$10.8K 0.01%
115
358
$10.5K 0.01%
166
+134
359
$10.5K 0.01%
+47
360
$10.3K 0.01%
+128
361
$10.1K 0.01%
+55
362
$9.79K 0.01%
115
+64
363
$9.77K 0.01%
+274
364
$9.73K 0.01%
+100
365
$9.73K 0.01%
47
+40
366
$9.55K 0.01%
84
-17
367
$9.52K 0.01%
167
-200
368
$9.49K 0.01%
148
+13
369
$9.3K 0.01%
51
-24
370
$9.29K 0.01%
+35
371
$9.18K 0.01%
+31
372
$9.16K 0.01%
+152
373
$9.08K 0.01%
+73
374
$8.94K 0.01%
198
+139
375
$8.81K 0.01%
+351
13 14
15
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