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
(+0.35%)
Cap. Flow
+$4.34M
Cap. Flow
% of AUM
3.75%
Top 10 Holdings %
Top 10 Hldgs %
32.47%
Holding
587
New
188
Increased
119
Reduced
114
Closed
28
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.03M |
| 2 |
First Trust Core Investment Grade ETF
FTCB
|
$734K |
| 3 |
Fidelity Momentum Factor ETF
FDMO
|
$642K |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
$559K |
| 5 |
Tortoise North American Pipeline Fund
TPYP
|
$519K |
Top Sells
Sector Composition
| 1 | Technology | 7.62% |
| 2 | Financials | 2.56% |
| 3 | Consumer Discretionary | 1.91% |
| 4 | Communication Services | 1.17% |
| 5 | Industrials | 1.05% |
