NWM

Nova Wealth Management Portfolio holdings

AUM $142M
1-Year Est. Return 20.8%
This Quarter Est. Return
1 Year Est. Return
+20.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.44M
3
+$4.46M
4
PTNQ icon
Pacer Trendpilot 100 ETF
PTNQ
+$3.42M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.09%
2 Financials 2.42%
3 Consumer Discretionary 2.13%
4 Communication Services 1.3%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.49%
+1,798
52
$548K 0.47%
+7,979
53
$540K 0.47%
+3,254
54
$527K 0.46%
+1,355
55
$520K 0.45%
+4,699
56
$490K 0.42%
+7,692
57
$479K 0.41%
+620
58
$471K 0.41%
+5,255
59
$466K 0.4%
+2,205
60
$465K 0.4%
+5,912
61
$450K 0.39%
+7,356
62
$447K 0.39%
+11,450
63
$446K 0.39%
+1,840
64
$443K 0.38%
+10,862
65
$434K 0.38%
+2,988
66
$426K 0.37%
+4,855
67
$420K 0.36%
+4,025
68
$409K 0.35%
+5,214
69
$407K 0.35%
+8,449
70
$405K 0.35%
+24,791
71
$400K 0.35%
+4,637
72
$400K 0.35%
+1,651
73
$394K 0.34%
+2,164
74
$393K 0.34%
+4,632
75
$390K 0.34%
+7,511
1 2
3
4 5