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
FLOT icon
576
iShares Floating Rate Bond ETF
FLOT
$8.96B
$1.84K ﹤0.01%
+36
FAST icon
577
Fastenal
FAST
$47.3B
$1.83K ﹤0.01%
+44
HDB icon
578
HDFC Bank
HDB
$184B
$1.82K ﹤0.01%
+48
LNT icon
579
Alliant Energy
LNT
$17.1B
$1.82K ﹤0.01%
30
+24
VLO icon
580
Valero Energy
VLO
$54B
$1.79K ﹤0.01%
+13
MAA icon
581
Mid-America Apartment Communities
MAA
$15.7B
$1.78K ﹤0.01%
+12
BWZ icon
582
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$388M
$1.77K ﹤0.01%
+63
TLT icon
583
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
$1.76K ﹤0.01%
+20
APP icon
584
Applovin
APP
$224B
$1.76K ﹤0.01%
+5
JOBY icon
585
Joby Aviation
JOBY
$13.3B
$1.75K ﹤0.01%
+166
ARES icon
586
Ares Management
ARES
$35.7B
$1.74K ﹤0.01%
+10
VGIT icon
587
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$1.73K ﹤0.01%
+29
ZBH icon
588
Zimmer Biomet
ZBH
$18.5B
$1.73K ﹤0.01%
19
-11
CVS icon
589
CVS Health
CVS
$95.2B
$1.73K ﹤0.01%
+25
ROP icon
590
Roper Technologies
ROP
$48B
$1.7K ﹤0.01%
+3
EFA icon
591
iShares MSCI EAFE ETF
EFA
$68.9B
$1.7K ﹤0.01%
+19
FDX icon
592
FedEx
FDX
$63.8B
$1.7K ﹤0.01%
+7
ELV icon
593
Elevance Health
ELV
$73.5B
$1.7K ﹤0.01%
+4
CTSH icon
594
Cognizant
CTSH
$38.2B
$1.67K ﹤0.01%
+21
SNAP icon
595
Snap
SNAP
$13.2B
$1.64K ﹤0.01%
+189
BMY icon
596
Bristol-Myers Squibb
BMY
$104B
$1.63K ﹤0.01%
+35
MCHP icon
597
Microchip Technology
MCHP
$34.4B
$1.59K ﹤0.01%
+23
INTC icon
598
Intel
INTC
$209B
$1.59K ﹤0.01%
71
+54
VMC icon
599
Vulcan Materials
VMC
$38.7B
$1.58K ﹤0.01%
+6
IVZ icon
600
Invesco
IVZ
$10.9B
$1.58K ﹤0.01%
+100