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
176
$43.5K 0.04%
+3,025
177
$43.1K 0.04%
+1,345
178
$42.6K 0.04%
+725
179
$42.1K 0.04%
+3,350
180
$41.7K 0.04%
+383
181
$41.5K 0.04%
+2,540
182
$41.1K 0.04%
+1,622
183
$41.1K 0.04%
+10,450
184
$40.1K 0.03%
+320
185
$40.1K 0.03%
+2,200
186
$39.1K 0.03%
+6,931
187
$38K 0.03%
+7,897
188
$37.3K 0.03%
+4,053
189
$37.2K 0.03%
+69
190
$36.7K 0.03%
+430
191
$36.3K 0.03%
+912
192
$35.9K 0.03%
+1,316
193
$35.7K 0.03%
+1,565
194
$35.1K 0.03%
+1,617
195
$33.3K 0.03%
+230
196
$32.6K 0.03%
+252
197
$32.4K 0.03%
+2,675
198
$32.3K 0.03%
+328
199
$31.9K 0.03%
+1,210
200
$31.7K 0.03%
+70
6 7
8
9 10