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
451
$4.68K ﹤0.01%
40
452
$4.66K ﹤0.01%
+18
453
$4.49K ﹤0.01%
107
454
$4.46K ﹤0.01%
38
455
$4.45K ﹤0.01%
+36
456
$4.41K ﹤0.01%
36
-6
457
$4.35K ﹤0.01%
55
+2
458
$4.33K ﹤0.01%
332
-197
459
$4.33K ﹤0.01%
96
460
$4.28K ﹤0.01%
58
+11
461
$4.25K ﹤0.01%
+22
462
$4.25K ﹤0.01%
55
463
$4.2K ﹤0.01%
+12
464
$4.19K ﹤0.01%
+42
465
$4.19K ﹤0.01%
16
-1
466
$4.18K ﹤0.01%
+6
467
$4.18K ﹤0.01%
+15
468
$4.15K ﹤0.01%
3
-8
469
$4.13K ﹤0.01%
+25
470
$4.11K ﹤0.01%
+396
471
$4.06K ﹤0.01%
+77
472
$3.96K ﹤0.01%
167
473
$3.91K ﹤0.01%
28
+13
474
$3.9K ﹤0.01%
12
-18
475
$3.89K ﹤0.01%
66
+45
17 18
19
20 21