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
651
$1.06K ﹤0.01%
+6
652
$1.06K ﹤0.01%
+14
653
$1.05K ﹤0.01%
2
-2
654
$1.02K ﹤0.01%
13
-13
655
$1K ﹤0.01%
+6
656
$1K ﹤0.01%
50
657
$1K ﹤0.01%
+1
658
$997 ﹤0.01%
6
+3
659
$994 ﹤0.01%
+18
660
$994 ﹤0.01%
15
661
$989 ﹤0.01%
20
+3
662
$984 ﹤0.01%
+2
663
$979 ﹤0.01%
+16
664
$970 ﹤0.01%
+5
665
$970 ﹤0.01%
14
666
$968 ﹤0.01%
+30
667
$968 ﹤0.01%
8
668
$956 ﹤0.01%
+18
669
$932 ﹤0.01%
+3
670
$916 ﹤0.01%
2
-5
671
$911 ﹤0.01%
+7
672
$906 ﹤0.01%
3
-10
673
$891 ﹤0.01%
+9
674
$856 ﹤0.01%
+9
675
$856 ﹤0.01%
+11
25 26
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