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
576
$1.84K ﹤0.01%
+36
577
$1.83K ﹤0.01%
+44
578
$1.82K ﹤0.01%
+48
579
$1.82K ﹤0.01%
30
+24
580
$1.79K ﹤0.01%
+13
581
$1.78K ﹤0.01%
+12
582
$1.77K ﹤0.01%
+63
583
$1.76K ﹤0.01%
+20
584
$1.76K ﹤0.01%
+5
585
$1.75K ﹤0.01%
+166
586
$1.74K ﹤0.01%
+10
587
$1.73K ﹤0.01%
+29
588
$1.73K ﹤0.01%
19
-11
589
$1.73K ﹤0.01%
+25
590
$1.7K ﹤0.01%
+3
591
$1.7K ﹤0.01%
+19
592
$1.7K ﹤0.01%
+7
593
$1.7K ﹤0.01%
+4
594
$1.67K ﹤0.01%
+21
595
$1.64K ﹤0.01%
+189
596
$1.63K ﹤0.01%
+35
597
$1.59K ﹤0.01%
+23
598
$1.59K ﹤0.01%
71
+54
599
$1.58K ﹤0.01%
+6
600
$1.58K ﹤0.01%
+100
22 23
24
25 26