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
526
$2.56K ﹤0.01%
+13
527
$2.54K ﹤0.01%
1
-3
528
$2.52K ﹤0.01%
+13
529
$2.52K ﹤0.01%
+3
530
$2.51K ﹤0.01%
36
+2
531
$2.5K ﹤0.01%
+11
532
$2.49K ﹤0.01%
+12
533
$2.45K ﹤0.01%
+17
534
$2.44K ﹤0.01%
135
535
$2.42K ﹤0.01%
+36
536
$2.36K ﹤0.01%
+21
537
$2.33K ﹤0.01%
27
+8
538
$2.33K ﹤0.01%
6
+5
539
$2.32K ﹤0.01%
+45
540
$2.31K ﹤0.01%
+15
541
$2.3K ﹤0.01%
+8
542
$2.3K ﹤0.01%
+11
543
$2.3K ﹤0.01%
+95
544
$2.28K ﹤0.01%
+9
545
$2.26K ﹤0.01%
79
+50
546
$2.25K ﹤0.01%
+70
547
$2.23K ﹤0.01%
+21
548
$2.23K ﹤0.01%
+32
549
$2.22K ﹤0.01%
+7
550
$2.21K ﹤0.01%
+13
20 21
22
23 24