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
601
$1.56K ﹤0.01%
14
602
$1.55K ﹤0.01%
36
+26
603
$1.54K ﹤0.01%
18
-10
604
$1.54K ﹤0.01%
+3
605
$1.51K ﹤0.01%
100
+25
606
$1.51K ﹤0.01%
+35
607
$1.5K ﹤0.01%
+23
608
$1.5K ﹤0.01%
+21
609
$1.5K ﹤0.01%
+14
610
$1.47K ﹤0.01%
+5
611
$1.47K ﹤0.01%
21
+7
612
$1.46K ﹤0.01%
+28
613
$1.46K ﹤0.01%
12
-165
614
$1.44K ﹤0.01%
19
-4
615
$1.43K ﹤0.01%
+18
616
$1.42K ﹤0.01%
47
-104
617
$1.41K ﹤0.01%
+11
618
$1.4K ﹤0.01%
+22
619
$1.39K ﹤0.01%
14
+12
620
$1.38K ﹤0.01%
+47
621
$1.35K ﹤0.01%
+53
622
$1.35K ﹤0.01%
16
-20
623
$1.35K ﹤0.01%
+40
624
$1.34K ﹤0.01%
+6
625
$1.33K ﹤0.01%
9
-4
23 24
25
26 27