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
451
$1.82K ﹤0.01%
+91
452
$1.81K ﹤0.01%
+20
453
$1.79K ﹤0.01%
14
454
$1.79K ﹤0.01%
+16
455
$1.78K ﹤0.01%
+13
456
$1.76K ﹤0.01%
+32
457
$1.71K ﹤0.01%
+19
458
$1.68K ﹤0.01%
30
-2
459
$1.67K ﹤0.01%
28
460
$1.63K ﹤0.01%
+14
461
$1.55K ﹤0.01%
20
462
$1.53K ﹤0.01%
5
+1
463
$1.5K ﹤0.01%
16
464
$1.4K ﹤0.01%
+4
465
$1.4K ﹤0.01%
+7
466
$1.31K ﹤0.01%
30
467
$1.26K ﹤0.01%
+28
468
$1.26K ﹤0.01%
60
469
$1.26K ﹤0.01%
+21
470
$1.26K ﹤0.01%
+7
471
$1.18K ﹤0.01%
28
472
$1.12K ﹤0.01%
+3
473
$1.06K ﹤0.01%
+5
474
$1.05K ﹤0.01%
14
475
$1.05K ﹤0.01%
+14
17 18
19
20 21