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
AMG icon
526
Affiliated Managers Group
AMG
$7.64B
$2.56K ﹤0.01%
+13
MELI icon
527
Mercado Libre
MELI
$107B
$2.54K ﹤0.01%
1
-3
MTB icon
528
M&T Bank
MTB
$30.1B
$2.52K ﹤0.01%
+13
MPWR icon
529
Monolithic Power Systems
MPWR
$45.9B
$2.52K ﹤0.01%
+3
AZN icon
530
AstraZeneca
AZN
$282B
$2.51K ﹤0.01%
36
+2
UNP icon
531
Union Pacific
UNP
$140B
$2.5K ﹤0.01%
+11
ALL icon
532
Allstate
ALL
$54.6B
$2.49K ﹤0.01%
+12
CBRE icon
533
CBRE Group
CBRE
$48.3B
$2.45K ﹤0.01%
+17
DJT icon
534
Trump Media & Technology Group
DJT
$3.22B
$2.44K ﹤0.01%
135
VEU icon
535
Vanguard FTSE All-World ex-US ETF
VEU
$52.4B
$2.42K ﹤0.01%
+36
IGM icon
536
iShares Expanded Tech Sector ETF
IGM
$9.04B
$2.36K ﹤0.01%
+21
MDT icon
537
Medtronic
MDT
$131B
$2.33K ﹤0.01%
27
+8
CAT icon
538
Caterpillar
CAT
$277B
$2.33K ﹤0.01%
6
+5
SDSI icon
539
American Century Short Duration Strategic Income ETF
SDSI
$129M
$2.32K ﹤0.01%
+45
BX icon
540
Blackstone
BX
$117B
$2.31K ﹤0.01%
+15
PSA icon
541
Public Storage
PSA
$48.8B
$2.3K ﹤0.01%
+8
FERG icon
542
Ferguson
FERG
$50.7B
$2.3K ﹤0.01%
+11
PFE icon
543
Pfizer
PFE
$145B
$2.3K ﹤0.01%
+95
EFX icon
544
Equifax
EFX
$25.7B
$2.28K ﹤0.01%
+9
DD icon
545
DuPont de Nemours
DD
$16.6B
$2.26K ﹤0.01%
79
+50
FLJP icon
546
Franklin FTSE Japan ETF
FLJP
$2.57B
$2.25K ﹤0.01%
+70
FTNT icon
547
Fortinet
FTNT
$61.5B
$2.23K ﹤0.01%
+21
UL icon
548
Unilever
UL
$146B
$2.23K ﹤0.01%
+36
CMI icon
549
Cummins
CMI
$70.1B
$2.22K ﹤0.01%
+7
DLR icon
550
Digital Realty Trust
DLR
$54.9B
$2.21K ﹤0.01%
+13