NWM
Nova Wealth Management Portfolio holdings
AUM $115M
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
36.8%
Holding
399
New
388
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $13.7M | |
| 2 | $5.44M | |
| 3 | $4.46M | |
| 4 | $3.42M | |
| 5 | $3.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Financials | 2.42% |
| 3 | Consumer Discretionary | 2.13% |
| 4 | Communication Services | 1.29% |
| 5 | Industrials | 1.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $568K | 0.49% | 1,798 | New | +$568K | |||
| $548K | 0.47% | 7,979 | New | +$548K | |||
| $540K | 0.47% | 3,254 | New | +$540K | |||
| $527K | 0.46% | 1,355 | New | +$527K | |||
| $520K | 0.45% | 4,699 | New | +$520K | |||
| $490K | 0.42% | 7,692 | New | +$490K | |||
| $479K | 0.41% | 620 | New | +$479K | |||
| $471K | 0.41% | 5,255 | New | +$471K | |||
| $466K | 0.4% | 2,205 | New | +$466K | |||
| $465K | 0.4% | 5,912 | New | +$465K | |||
| $450K | 0.39% | 7,356 | New | +$450K | |||
| $447K | 0.39% | 11,450 | New | +$447K | |||
| $446K | 0.39% | 1,840 | New | +$446K | |||
| $443K | 0.38% | 10,862 | New | +$443K | |||
| $434K | 0.38% | 2,988 | New | +$434K | |||
| $426K | 0.37% | 4,855 | New | +$426K | |||
| $420K | 0.36% | 4,025 | New | +$420K | |||
| $409K | 0.35% | 5,214 | New | +$409K | |||
| $407K | 0.35% | 8,449 | New | +$407K | |||
| $405K | 0.35% | 24,791 | New | +$405K | |||
| $400K | 0.35% | 4,637 | New | +$400K | |||
| $400K | 0.35% | 1,651 | New | +$400K | |||
| $394K | 0.34% | 2,164 | New | +$394K | |||
| $393K | 0.34% | 4,632 | New | +$393K | |||
| $390K | 0.34% | 7,511 | New | +$390K |
