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 | |
|---|---|---|---|---|---|---|---|
| $239K | 0.21% | 381 | New | +$239K | |||
| $229K | 0.2% | 9,667 | New | +$229K | |||
| $225K | 0.19% | 2,089 | New | +$225K | |||
| $222K | 0.19% | 3,200 | New | +$222K | |||
| $208K | 0.18% | 3,162 | New | +$208K | |||
| $196K | 0.17% | 1,614 | New | +$196K | |||
| $194K | 0.17% | 1,102 | New | +$194K | |||
| $193K | 0.17% | 4,381 | New | +$193K | |||
| $192K | 0.17% | 608 | New | +$192K | |||
| $191K | 0.17% | 4,553 | New | +$191K | |||
| $181K | 0.16% | 3,210 | New | +$181K | |||
| $176K | 0.15% | 4,115 | New | +$176K | |||
| $174K | 0.15% | 6,122 | New | +$174K | |||
| $171K | 0.15% | 10,255 | New | +$171K | |||
| $168K | 0.15% | 1,300 | New | +$168K | |||
| $165K | 0.14% | 1,882 | New | +$165K | |||
| $161K | 0.14% | 652 | New | +$161K | |||
| $158K | 0.14% | 746 | New | +$158K | |||
| $155K | 0.13% | 1,239 | New | +$155K | |||
| $154K | 0.13% | 461 | New | +$154K | |||
| $148K | 0.13% | 5,312 | New | +$148K | |||
| $148K | 0.13% | 210 | New | +$148K | |||
| $145K | 0.13% | 2,929 | New | +$145K | |||
| $144K | 0.12% | 4,594 | New | +$144K | |||
| $141K | 0.12% | 3,734 | New | +$141K |
