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 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
$31.5K0.03%150 New
+$31.5K
$30.6K0.03%90 New
+$30.6K
$30.4K0.03%282 New
+$30.4K
$29.7K0.03%308 New
+$29.7K
$29.6K0.03%384 New
+$29.6K
$29K0.03%439 New
+$29K
$28.8K0.03%107 New
+$28.8K
$28.6K0.02%200 New
+$28.6K
$28.5K0.02%465 New
+$28.5K
$27.9K0.02%3,100 New
+$27.9K
$27.4K0.02%303 New
+$27.4K
$26.9K0.02%212 New
+$26.9K
$26.8K0.02%97 New
+$26.8K
$26.8K0.02%57 New
+$26.8K
$26.5K0.02%95 New
+$26.5K
$25.4K0.02%330 New
+$25.4K
$25.2K0.02%319 New
+$25.2K
$25.1K0.02%982 New
+$25.1K
$24.9K0.02%50 New
+$24.9K
$24.9K0.02%180 New
+$24.9K
$24.9K0.02%760 New
+$24.9K
$24.7K0.02%200 New
+$24.7K
$24.2K0.02%285 New
+$24.2K
$23.5K0.02%429 New
+$23.5K
$23.4K0.02%327 New
+$23.4K