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
$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

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
MTG icon
476
MGIC Investment
MTG
$6.33B
$3.89K ﹤0.01%
+140
WDAY icon
477
Workday
WDAY
$56.5B
$3.86K ﹤0.01%
+16
WELL icon
478
Welltower
WELL
$139B
$3.82K ﹤0.01%
+25
PH icon
479
Parker-Hannifin
PH
$110B
$3.77K ﹤0.01%
+5
EQIX icon
480
Equinix
EQIX
$71.9B
$3.61K ﹤0.01%
5
+4
SNPS icon
481
Synopsys
SNPS
$88.9B
$3.59K ﹤0.01%
+7
WM icon
482
Waste Management
WM
$87.1B
$3.55K ﹤0.01%
+16
BKR icon
483
Baker Hughes
BKR
$49.8B
$3.53K ﹤0.01%
92
-19
KDP icon
484
Keurig Dr Pepper
KDP
$38.5B
$3.49K ﹤0.01%
+106
CARY icon
485
Angel Oak Income ETF
CARY
$715M
$3.47K ﹤0.01%
+167
GSK icon
486
GSK
GSK
$98.9B
$3.47K ﹤0.01%
+90
FTGC icon
487
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.2B
$3.45K ﹤0.01%
140
-818
HON icon
488
Honeywell
HON
$123B
$3.45K ﹤0.01%
15
+11
BABA icon
489
Alibaba
BABA
$377B
$3.4K ﹤0.01%
30
USFD icon
490
US Foods
USFD
$16.9B
$3.39K ﹤0.01%
+44
O icon
491
Realty Income
O
$53.4B
$3.39K ﹤0.01%
+59
NEM icon
492
Newmont
NEM
$97.8B
$3.35K ﹤0.01%
58
+52
AMP icon
493
Ameriprise Financial
AMP
$43.7B
$3.35K ﹤0.01%
+6
AIQ icon
494
Global X Artificial Intelligence & Technology ETF
AIQ
$7.1B
$3.23K ﹤0.01%
74
A icon
495
Agilent Technologies
A
$42.2B
$3.2K ﹤0.01%
+27
CAH icon
496
Cardinal Health
CAH
$47.5B
$3.19K ﹤0.01%
+19
PLD icon
497
Prologis
PLD
$120B
$3.19K ﹤0.01%
+30
JCI icon
498
Johnson Controls International
JCI
$69.8B
$3.17K ﹤0.01%
+30
DEED icon
499
First Trust Securitized Plus ETF
DEED
$76.8M
$3.17K ﹤0.01%
150
NGG icon
500
National Grid
NGG
$75.9B
$3.16K ﹤0.01%
+43