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
501
$3.16K ﹤0.01%
+8
502
$3.15K ﹤0.01%
+9
503
$3.09K ﹤0.01%
+8
504
$3.07K ﹤0.01%
+27
505
$3.06K ﹤0.01%
62
506
$3.01K ﹤0.01%
+12
507
$2.98K ﹤0.01%
+7
508
$2.94K ﹤0.01%
60
+38
509
$2.92K ﹤0.01%
255
+72
510
$2.83K ﹤0.01%
+79
511
$2.75K ﹤0.01%
+30
512
$2.75K ﹤0.01%
+50
513
$2.75K ﹤0.01%
19
+5
514
$2.74K ﹤0.01%
+25
515
$2.71K ﹤0.01%
100
516
$2.7K ﹤0.01%
+5
517
$2.66K ﹤0.01%
+81
518
$2.65K ﹤0.01%
8
-9
519
$2.64K ﹤0.01%
13
-6
520
$2.63K ﹤0.01%
+44
521
$2.62K ﹤0.01%
+34
522
$2.62K ﹤0.01%
+400
523
$2.61K ﹤0.01%
8
+5
524
$2.61K ﹤0.01%
11
-11
525
$2.6K ﹤0.01%
+50
19 20
21
22 23