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
626
$1.32K ﹤0.01%
+18
627
$1.32K ﹤0.01%
30
628
$1.29K ﹤0.01%
+16
629
$1.29K ﹤0.01%
+13
630
$1.27K ﹤0.01%
+24
631
$1.27K ﹤0.01%
+7
632
$1.26K ﹤0.01%
+14
633
$1.25K ﹤0.01%
+8
634
$1.22K ﹤0.01%
+12
635
$1.22K ﹤0.01%
+85
636
$1.22K ﹤0.01%
+16
637
$1.21K ﹤0.01%
+7
638
$1.18K ﹤0.01%
28
639
$1.18K ﹤0.01%
+21
640
$1.18K ﹤0.01%
+5
641
$1.18K ﹤0.01%
+13
642
$1.17K ﹤0.01%
9
+5
643
$1.17K ﹤0.01%
9
-38
644
$1.15K ﹤0.01%
+8
645
$1.14K ﹤0.01%
+9
646
$1.14K ﹤0.01%
+4
647
$1.14K ﹤0.01%
+99
648
$1.11K ﹤0.01%
60
649
$1.1K ﹤0.01%
+5
650
$1.07K ﹤0.01%
+64
24 25
26
27 28