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
476
$3.89K ﹤0.01%
+140
477
$3.86K ﹤0.01%
+16
478
$3.82K ﹤0.01%
+25
479
$3.77K ﹤0.01%
+5
480
$3.61K ﹤0.01%
5
+4
481
$3.59K ﹤0.01%
+7
482
$3.55K ﹤0.01%
+16
483
$3.53K ﹤0.01%
92
-19
484
$3.49K ﹤0.01%
+106
485
$3.47K ﹤0.01%
+167
486
$3.47K ﹤0.01%
+90
487
$3.45K ﹤0.01%
140
-818
488
$3.45K ﹤0.01%
15
+11
489
$3.4K ﹤0.01%
30
490
$3.39K ﹤0.01%
+44
491
$3.39K ﹤0.01%
+59
492
$3.35K ﹤0.01%
58
+52
493
$3.35K ﹤0.01%
+6
494
$3.23K ﹤0.01%
74
495
$3.2K ﹤0.01%
+27
496
$3.19K ﹤0.01%
+19
497
$3.19K ﹤0.01%
+30
498
$3.17K ﹤0.01%
+30
499
$3.17K ﹤0.01%
150
500
$3.16K ﹤0.01%
+44
18 19
20
21 22