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
426
$5.75K ﹤0.01%
+36
427
$5.7K ﹤0.01%
42
428
$5.68K ﹤0.01%
+199
429
$5.59K ﹤0.01%
+18
430
$5.57K ﹤0.01%
+8
431
$5.48K ﹤0.01%
+127
432
$5.41K ﹤0.01%
25
+20
433
$5.39K ﹤0.01%
85
434
$5.39K ﹤0.01%
20
435
$5.38K ﹤0.01%
108
436
$5.33K ﹤0.01%
13
+10
437
$5.27K ﹤0.01%
176
-222
438
$5.23K ﹤0.01%
+130
439
$5.22K ﹤0.01%
+51
440
$5.21K ﹤0.01%
+10
441
$5.17K ﹤0.01%
82
+54
442
$5.11K ﹤0.01%
296
443
$5.1K ﹤0.01%
21
444
$5.06K ﹤0.01%
40
445
$4.88K ﹤0.01%
57
446
$4.87K ﹤0.01%
259
447
$4.82K ﹤0.01%
+9
448
$4.81K ﹤0.01%
+11
449
$4.78K ﹤0.01%
+85
450
$4.74K ﹤0.01%
+70
16 17
18
19 20