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 | |
|---|---|---|---|---|---|---|---|
| $141K | 0.12% | 1,516 | New | +$141K | |||
| $133K | 0.12% | 896 | New | +$133K | |||
| $132K | 0.11% | 2,264 | New | +$132K | |||
| $124K | 0.11% | 4,685 | New | +$124K | |||
| $123K | 0.11% | 360 | New | +$123K | |||
| $121K | 0.11% | 2,649 | New | +$121K | |||
| $111K | 0.1% | 1,800 | New | +$111K | |||
| $107K | 0.09% | 1,450 | New | +$107K | |||
| $107K | 0.09% | 1,525 | New | +$107K | |||
| $107K | 0.09% | 4,478 | New | +$107K | |||
| $104K | 0.09% | 5,893 | New | +$104K | |||
| $104K | 0.09% | 895 | New | +$104K | |||
| $103K | 0.09% | 907 | New | +$103K | |||
| $102K | 0.09% | 986 | New | +$102K | |||
| $100K | 0.09% | 6,183 | New | +$100K | |||
| $98.7K | 0.09% | 3,895 | New | +$98.7K | |||
| $94.2K | 0.08% | 181 | New | +$94.2K | |||
| $88.7K | 0.08% | 4,098 | New | +$88.7K | |||
| $87.2K | 0.08% | 2,118 | New | +$87.2K | |||
| $83K | 0.07% | 1,498 | New | +$83K | |||
| $79.5K | 0.07% | 550 | New | +$79.5K | |||
| $77.9K | 0.07% | 694 | New | +$77.9K | |||
| $77.5K | 0.07% | 87 | New | +$77.5K | |||
| $76K | 0.07% | 620 | New | +$76K | |||
| $75.7K | 0.07% | 409 | New | +$75.7K |
