NWM

Nova Wealth Management Portfolio holdings

AUM $136M
This Quarter Return
-3.06%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$402K
Cap. Flow
+$4.39M
Cap. Flow %
3.79%
Top 10 Hldgs %
32.47%
Holding
587
New
188
Increased
120
Reduced
114
Closed
28

Top Buys

1
$2.03M
2
$734K
3
$642K
4
$559K
5
$519K

Top Sells

1
$2.28M
2
$1.19M
3
$767K
4
$447K
5
$392K

Sector Composition

1Technology7.62%
2Financials2.56%
3Consumer Discretionary1.91%
4Communication Services1.17%
5Industrials1.05%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.92K﹤0.01% 85––
$4.88K﹤0.01%
+22
 New
+$4.88K
$4.88K﹤0.01% 111
+39
+54%
+$1.71K
$4.84K﹤0.01%
+27
 New
+$4.84K
$4.82K﹤0.01%
+19
 New
+$4.82K
$4.81K﹤0.01%
+17
 New
+$4.81K
$4.8K﹤0.01%
+60
 New
+$4.8K
$4.76K﹤0.01% 53
-100
-65%
-$8.98K
$4.66K﹤0.01% 107––
$4.59K﹤0.01%
+17
 New
+$4.59K
$4.57K﹤0.01%
+25
 New
+$4.57K
$4.53K﹤0.01%
+19
 New
+$4.53K
$4.53K﹤0.01%
+50
 New
+$4.53K
$4.48K﹤0.01% 57––
$4.44K﹤0.01% 20––
$4.32K﹤0.01% 40––
$4.24K﹤0.01%
+15
 New
+$4.24K
$4.23K﹤0.01%
+83
 New
+$4.23K
$4.17K﹤0.01% 96
-423
-82%
-$18.4K
$4.16K﹤0.01% 415
-100
-19%
-$1K
$3.98K﹤0.01%
+5
 New
+$3.98K
$3.97K﹤0.01%
+82
 New
+$3.97K
$3.97K﹤0.01%
+30
 New
+$3.97K
$3.96K﹤0.01%
+13
 New
+$3.96K
$3.9K﹤0.01%
+19
 New
+$3.9K
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