NWM

Nova Wealth Management Portfolio holdings

AUM $115M
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow %
100%
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

1Technology8.1%
2Financials2.42%
3Consumer Discretionary2.13%
4Communication Services1.29%
5Industrials1.07%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$73.3K0.06%722 New
+$73.3K
$71.3K0.06%1,335 New
+$71.3K
$71.2K0.06%369 New
+$71.2K
$65.8K0.06%294 New
+$65.8K
$65.1K0.06%510 New
+$65.1K
$62.2K0.05%245 New
+$62.2K
$61.2K0.05%325 New
+$61.2K
$58.3K0.05%2,975 New
+$58.3K
$56.8K0.05%370 New
+$56.8K
$56.6K0.05%330 New
+$56.6K
$56.5K0.05%1,111 New
+$56.5K
$55.3K0.05%846 New
+$55.3K
$54.2K0.05%1,223 New
+$54.2K
$54K0.05%350 New
+$54K
$54K0.05%2,055 New
+$54K
$53.1K0.05%701 New
+$53.1K
$53K0.05%976 New
+$53K
$51K0.04%288 New
+$51K
$50.7K0.04%2,523 New
+$50.7K
$47.5K0.04%377 New
+$47.5K
$47K0.04%1,678 New
+$47K
$45.6K0.04%711 New
+$45.6K
$44.9K0.04%2,940 New
+$44.9K
$44.2K0.04%6,363 New
+$44.2K
$43.5K0.04%4,550 New
+$43.5K
1 5678916