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
376
$4.92K ﹤0.01%
85
377
$4.88K ﹤0.01%
+22
378
$4.88K ﹤0.01%
111
+39
379
$4.84K ﹤0.01%
+27
380
$4.82K ﹤0.01%
+19
381
$4.81K ﹤0.01%
+17
382
$4.8K ﹤0.01%
+60
383
$4.76K ﹤0.01%
53
-100
384
$4.66K ﹤0.01%
107
385
$4.59K ﹤0.01%
+17
386
$4.57K ﹤0.01%
+25
387
$4.53K ﹤0.01%
+19
388
$4.53K ﹤0.01%
+50
389
$4.48K ﹤0.01%
57
390
$4.44K ﹤0.01%
20
391
$4.32K ﹤0.01%
40
392
$4.24K ﹤0.01%
+15
393
$4.23K ﹤0.01%
+83
394
$4.17K ﹤0.01%
96
-423
395
$4.16K ﹤0.01%
415
-100
396
$3.98K ﹤0.01%
+5
397
$3.97K ﹤0.01%
+82
398
$3.97K ﹤0.01%
+30
399
$3.96K ﹤0.01%
+13
400
$3.9K ﹤0.01%
+19
14 15
16
17 18