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
$2.58K﹤0.01%
+7
 New
+$2.58K
$2.58K﹤0.01% 50
-42
-46%
-$2.16K
$2.54K﹤0.01% 4
-19
-83%
-$12.1K
$2.5K﹤0.01%
+34
 New
+$2.5K
$2.49K﹤0.01%
+59
 New
+$2.49K
$2.46K﹤0.01%
+36
 New
+$2.46K
$2.43K﹤0.01%
+28
 New
+$2.43K
$2.4K﹤0.01%
+15
 New
+$2.4K
$2.34K﹤0.01%
+40
 New
+$2.34K
$2.33K﹤0.01%
+10
 New
+$2.33K
$2.31K﹤0.01% 11
+4
+57%
+$838
$2.28K﹤0.01%
+7
 New
+$2.28K
$2.26K﹤0.01%
+4
 New
+$2.26K
$2.2K﹤0.01% 1,000––
$2.18K﹤0.01%
+27
 New
+$2.18K
$2.07K﹤0.01%
+6
 New
+$2.07K
$2.06K﹤0.01%
+26
 New
+$2.06K
$1.98K﹤0.01%
+6
 New
+$1.98K
$1.98K﹤0.01%
+79
 New
+$1.98K
$1.96K﹤0.01% 183––
$1.95K﹤0.01%
+100
 New
+$1.95K
$1.94K﹤0.01%
+18
 New
+$1.94K
$1.9K﹤0.01%
+6
 New
+$1.9K
$1.87K﹤0.01%
+9
 New
+$1.87K
$1.85K﹤0.01%
+23
 New
+$1.85K
1 161718192024