NWM

Nova Wealth Management Portfolio holdings

AUM $136M
This Quarter Return
+12.56%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$136M
AUM Growth
+$20.3M
Cap. Flow
+$8.06M
Cap. Flow %
5.92%
Top 10 Hldgs %
30.25%
Holding
806
New
255
Increased
201
Reduced
175
Closed
63
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MSTR icon
501
Strategy Inc Common Stock Class A
MSTR
$95.2B
$3.16K ﹤0.01%
+8
New +$3.16K
CVNA icon
502
Carvana
CVNA
$50.9B
$3.15K ﹤0.01%
+9
New +$3.15K
HCA icon
503
HCA Healthcare
HCA
$98.5B
$3.09K ﹤0.01%
+8
New +$3.09K
OSK icon
504
Oshkosh
OSK
$8.93B
$3.07K ﹤0.01%
+27
New +$3.07K
VSMV icon
505
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$120M
$3.06K ﹤0.01%
62
RMD icon
506
ResMed
RMD
$40.6B
$3.01K ﹤0.01%
+12
New +$3.01K
TT icon
507
Trane Technologies
TT
$92.1B
$2.98K ﹤0.01%
+7
New +$2.98K
GM icon
508
General Motors
GM
$55.5B
$2.94K ﹤0.01%
60
+38
+173% +$1.86K
WBD icon
509
Warner Bros
WBD
$30B
$2.93K ﹤0.01%
255
+72
+39% +$826
RDN icon
510
Radian Group
RDN
$4.79B
$2.83K ﹤0.01%
+79
New +$2.83K
BIL icon
511
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$2.75K ﹤0.01%
+30
New +$2.75K
HRB icon
512
H&R Block
HRB
$6.85B
$2.75K ﹤0.01%
+50
New +$2.75K
MS icon
513
Morgan Stanley
MS
$236B
$2.75K ﹤0.01%
19
+5
+36% +$722
LQD icon
514
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
$2.74K ﹤0.01%
+25
New +$2.74K
DRLL icon
515
Strive US Energy ETF
DRLL
$260M
$2.71K ﹤0.01%
100
HUBS icon
516
HubSpot
HUBS
$25.7B
$2.7K ﹤0.01%
+5
New +$2.7K
CSX icon
517
CSX Corp
CSX
$60.6B
$2.66K ﹤0.01%
+81
New +$2.66K
ALNY icon
518
Alnylam Pharmaceuticals
ALNY
$59.4B
$2.65K ﹤0.01%
8
-9
-53% -$2.99K
DHR icon
519
Danaher
DHR
$143B
$2.64K ﹤0.01%
13
-6
-32% -$1.22K
FEZ icon
520
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
$2.63K ﹤0.01%
+44
New +$2.63K
SMIN icon
521
iShares MSCI India Small-Cap ETF
SMIN
$910M
$2.62K ﹤0.01%
+34
New +$2.62K
NVTS icon
522
Navitas Semiconductor
NVTS
$1.19B
$2.62K ﹤0.01%
+400
New +$2.62K
ROK icon
523
Rockwell Automation
ROK
$38.2B
$2.61K ﹤0.01%
8
+5
+167% +$1.63K
VB icon
524
Vanguard Small-Cap ETF
VB
$67.2B
$2.61K ﹤0.01%
11
-11
-50% -$2.61K
DCRE icon
525
DoubleLine Commercial Real Estate ETF
DCRE
$320M
$2.6K ﹤0.01%
+50
New +$2.6K