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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$5.44M
3 +$4.46M
4
PTNQ icon
Pacer Trendpilot 100 ETF
PTNQ
+$3.42M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.09%
2 Financials 2.42%
3 Consumer Discretionary 2.13%
4 Communication Services 1.3%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$180 ﹤0.01%
+2
377
$171 ﹤0.01%
+10
378
$137 ﹤0.01%
+2
379
$117 ﹤0.01%
+36
380
$103 ﹤0.01%
+5
381
$65 ﹤0.01%
+3
382
$34 ﹤0.01%
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383
$28 ﹤0.01%
+1
384
$25 ﹤0.01%
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385
$7 ﹤0.01%
+1
386
$7 ﹤0.01%
+7
387
$7 ﹤0.01%
+3
388
$3 ﹤0.01%
+1
389
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