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
151
$73.3K 0.06%
+722
152
$71.3K 0.06%
+1,335
153
$71.2K 0.06%
+369
154
$65.8K 0.06%
+294
155
$65.1K 0.06%
+510
156
$62.2K 0.05%
+245
157
$61.2K 0.05%
+325
158
$58.3K 0.05%
+2,975
159
$56.8K 0.05%
+370
160
$56.6K 0.05%
+1,650
161
$56.5K 0.05%
+1,111
162
$55.3K 0.05%
+846
163
$54.2K 0.05%
+1,223
164
$54K 0.05%
+350
165
$54K 0.05%
+2,055
166
$53.1K 0.05%
+701
167
$53K 0.05%
+976
168
$51K 0.04%
+288
169
$50.7K 0.04%
+2,523
170
$47.5K 0.04%
+377
171
$47K 0.04%
+1,678
172
$45.6K 0.04%
+711
173
$44.9K 0.04%
+2,940
174
$44.2K 0.04%
+6,363
175
$43.5K 0.04%
+4,550
5 6
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