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
$43.5K0.04%3,025 New
+$43.5K
$43.1K0.04%1,345 New
+$43.1K
$42.6K0.04%725 New
+$42.6K
$42.1K0.04%3,350 New
+$42.1K
$41.7K0.04%383 New
+$41.7K
$41.5K0.04%2,540 New
+$41.5K
$41.1K0.04%8,110 New
+$41.1K
$41.1K0.04%10,450 New
+$41.1K
$40.2K0.03%320 New
+$40.2K
$40.1K0.03%2,200 New
+$40.1K
$39.1K0.03%6,931 New
+$39.1K
$38K0.03%7,897 New
+$38K
$37.3K0.03%4,053 New
+$37.3K
$37.2K0.03%69 New
+$37.2K
$36.7K0.03%430 New
+$36.7K
$36.3K0.03%912 New
+$36.3K
$35.9K0.03%1,316 New
+$35.9K
$35.7K0.03%1,565 New
+$35.7K
$35.1K0.03%1,617 New
+$35.1K
$33.3K0.03%230 New
+$33.3K
$32.6K0.03%252 New
+$32.6K
$32.4K0.03%2,675 New
+$32.4K
$32.3K0.03%328 New
+$32.3K
$31.9K0.03%1,210 New
+$31.9K
$31.7K0.03%70 New
+$31.7K
1 67891016