NWM

Nova Wealth Management Portfolio holdings

AUM $146M
1-Year Est. Return 19.77%
This Quarter Est. Return
1 Year Est. Return
+19.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.7M
3
+$1.23M
4
SFY icon
SoFi Select 500 ETF
SFY
+$1.21M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$951K

Top Sells

1
+$3.09M
2
+$2.16M
3
+$695K
4
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$549K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$487K

Sector Composition

1 Technology 8.47%
2 Financials 2.2%
3 Consumer Discretionary 1.94%
4 Communication Services 1.26%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82.4K 0.06%
703
+5
177
$81.8K 0.06%
980
-124
178
$80.6K 0.06%
360
+10
179
$79.3K 0.06%
581
-396
180
$78.6K 0.06%
989
+821
181
$78.5K 0.06%
1,605
182
$76.9K 0.06%
489
-22
183
$74.8K 0.05%
2,700
-206
184
$74K 0.05%
152
+77
185
$70.4K 0.05%
377
-12
186
$68K 0.05%
3,338
-648
187
$68K 0.05%
510
188
$68K 0.05%
1,222
-252
189
$66.6K 0.05%
559
-121
190
$64.1K 0.05%
403
+33
191
$63.5K 0.05%
537
+315
192
$62.8K 0.05%
643
+58
193
$62.4K 0.05%
154
-38
194
$58.8K 0.04%
1,663
+226
195
$58.3K 0.04%
1,000
-223
196
$57.4K 0.04%
815
+604
197
$57.1K 0.04%
+1,886
198
$54.5K 0.04%
771
+671
199
$54.5K 0.04%
965
-1,312
200
$53.7K 0.04%
2,055
6 7
8
9 10