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
401
$7.13K 0.01%
+28
402
$7.08K 0.01%
32
403
$6.99K 0.01%
23
+12
404
$6.95K 0.01%
+22
405
$6.92K 0.01%
+50
406
$6.84K 0.01%
75
+68
407
$6.71K ﹤0.01%
21
+15
408
$6.67K ﹤0.01%
+95
409
$6.62K ﹤0.01%
42
-10
410
$6.55K ﹤0.01%
32
-95
411
$6.45K ﹤0.01%
+72
412
$6.44K ﹤0.01%
+21
413
$6.3K ﹤0.01%
139
414
$6.26K ﹤0.01%
14
-2
415
$6.24K ﹤0.01%
+2
416
$6.17K ﹤0.01%
+213
417
$6.11K ﹤0.01%
20
+5
418
$6.04K ﹤0.01%
+31
419
$6.03K ﹤0.01%
118
+53
420
$6.01K ﹤0.01%
+25
421
$6K ﹤0.01%
+139
422
$5.91K ﹤0.01%
+282
423
$5.88K ﹤0.01%
24
-1
424
$5.82K ﹤0.01%
113
425
$5.77K ﹤0.01%
+17
15 16
17
18 19