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 (+0.4%)
Cap. Flow
+$4.39M
Cap. Flow % of AUM
3.79%
Top 10 Holdings %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
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.82K | ﹤0.01% | +91 | New | +$1.82K | |||
| $1.81K | ﹤0.01% | +20 | New | +$1.81K | |||
| $1.79K | ﹤0.01% | 14 | – | – | |||
| $1.79K | ﹤0.01% | +16 | New | +$1.79K | |||
| $1.78K | ﹤0.01% | +13 | New | +$1.78K | |||
| $1.76K | ﹤0.01% | +32 | New | +$1.76K | |||
| $1.71K | ﹤0.01% | +19 | New | +$1.71K | |||
| $1.68K | ﹤0.01% | 30 -2 | -6% | -$112 | |||
| $1.67K | ﹤0.01% | 28 | – | – | |||
| $1.63K | ﹤0.01% | +14 | New | +$1.63K | |||
| $1.55K | ﹤0.01% | 20 | – | – | |||
| $1.53K | ﹤0.01% | 5 +1 | +25% | +$305 | |||
| $1.5K | ﹤0.01% | 16 | – | – | |||
| $1.4K | ﹤0.01% | +4 | New | +$1.4K | |||
| $1.4K | ﹤0.01% | +7 | New | +$1.4K | |||
| $1.32K | ﹤0.01% | 30 | – | – | |||
| $1.27K | ﹤0.01% | +28 | New | +$1.27K | |||
| $1.26K | ﹤0.01% | 60 | – | – | |||
| $1.26K | ﹤0.01% | +21 | New | +$1.26K | |||
| $1.26K | ﹤0.01% | +7 | New | +$1.26K | |||
| $1.18K | ﹤0.01% | 28 | – | – | |||
| $1.12K | ﹤0.01% | +3 | New | +$1.12K | |||
| $1.06K | ﹤0.01% | +5 | New | +$1.06K | |||
| $1.05K | ﹤0.01% | 14 | – | – | |||
| $1.05K | ﹤0.01% | +14 | New | +$1.05K |
