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
401
$3.88K ﹤0.01%
151
-153
402
$3.88K ﹤0.01%
126
+21
403
$3.86K ﹤0.01%
175
+89
404
$3.84K ﹤0.01%
55
405
$3.79K ﹤0.01%
47
+27
406
$3.65K ﹤0.01%
38
407
$3.65K ﹤0.01%
+42
408
$3.62K ﹤0.01%
+51
409
$3.4K ﹤0.01%
30
410
$3.19K ﹤0.01%
65
-85
411
$3.17K ﹤0.01%
150
412
$3.08K ﹤0.01%
+28
413
$3.08K ﹤0.01%
+68
414
$3.07K ﹤0.01%
+103
415
$3K ﹤0.01%
62
-9
416
$2.99K ﹤0.01%
+50
417
$2.97K ﹤0.01%
100
418
$2.95K ﹤0.01%
+11
419
$2.92K ﹤0.01%
130
420
$2.89K ﹤0.01%
+11
421
$2.88K ﹤0.01%
+13
422
$2.88K ﹤0.01%
167
423
$2.8K ﹤0.01%
+48
424
$2.69K ﹤0.01%
74
-42
425
$2.64K ﹤0.01%
135
15 16
17
18 19