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
551
$2.2K ﹤0.01%
+27
552
$2.18K ﹤0.01%
1,000
553
$2.17K ﹤0.01%
+45
554
$2.17K ﹤0.01%
+28
555
$2.15K ﹤0.01%
4
556
$2.14K ﹤0.01%
+17
557
$2.13K ﹤0.01%
8
-9
558
$2.13K ﹤0.01%
25
+15
559
$2.12K ﹤0.01%
+90
560
$2.12K ﹤0.01%
+11
561
$2.11K ﹤0.01%
+6
562
$2.11K ﹤0.01%
+40
563
$2.09K ﹤0.01%
+45
564
$2.06K ﹤0.01%
63
+42
565
$2.04K ﹤0.01%
+13
566
$2.02K ﹤0.01%
+22
567
$2K ﹤0.01%
+26
568
$1.96K ﹤0.01%
+14
569
$1.95K ﹤0.01%
33
+3
570
$1.92K ﹤0.01%
+40
571
$1.88K ﹤0.01%
135
+82
572
$1.86K ﹤0.01%
+94
573
$1.85K ﹤0.01%
14
+10
574
$1.85K ﹤0.01%
+23
575
$1.84K ﹤0.01%
+25
21 22
23
24 25