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
376
$8.61K 0.01%
29
+6
377
$8.43K 0.01%
+27
378
$8.42K 0.01%
90
379
$8.35K 0.01%
307
-3,809
380
$8.28K 0.01%
198
381
$8.24K 0.01%
+64
382
$8.21K 0.01%
22
-9
383
$8.16K 0.01%
66
+60
384
$8.16K 0.01%
190
+15
385
$8.11K 0.01%
73
+57
386
$8.11K 0.01%
23
+20
387
$8.07K 0.01%
+86
388
$8.06K 0.01%
120
389
$8.01K 0.01%
10
-4
390
$7.81K 0.01%
142
-85
391
$7.8K 0.01%
+15
392
$7.63K 0.01%
57
+48
393
$7.61K 0.01%
+15
394
$7.54K 0.01%
+59
395
$7.53K 0.01%
26
+7
396
$7.35K 0.01%
+281
397
$7.31K 0.01%
+68
398
$7.29K 0.01%
+24
399
$7.28K 0.01%
+13
400
$7.27K 0.01%
50
14 15
16
17 18