NWM
Nova Wealth Management Portfolio holdings
AUM
$142M
1-Year Est. Return
20.8%
1 Year Est. Return
+20.8%
AUM
$136M
AUM Growth
+$20.3M
(+18%)
Holding
806
Top Buys
| 1 | +$2.45M | |
| 2 | +$1.7M | |
| 3 | +$1.23M | |
| 4 |
SoFi Select 500 ETF
SFY
|
+$1.21M |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$951K |
Top Sells
| 1 | +$3.09M | |
| 2 | +$2.16M | |
| 3 | +$695K | |
| 4 |
FT Vest US Equity Deep Buffer ETF July
DJUL
|
+$549K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
ANSS
801
DELISTED
Ansys
ANSS
| – | – |
-6
|
|
||
802
Alico
ALCO
$265M
| – | – |
-103
|
|
||
803
Albemarle
ALB
$10.9B
| – | – |
-5
|
|
||
804
Ainos
AIMD
$18.9M
| – | – |
-3
|
|
||
805
Affirm
AFRM
$22.1B
| – | – |
-28
|
|
||
|
ACB
806
Aurora Cannabis
ACB
$295M
| – | – |
-8
|
|