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
201
$31.5K 0.03%
+150
202
$30.6K 0.03%
+90
203
$30.4K 0.03%
+282
204
$29.7K 0.03%
+308
205
$29.6K 0.03%
+384
206
$29K 0.03%
+439
207
$28.8K 0.03%
+107
208
$28.6K 0.02%
+200
209
$28.5K 0.02%
+465
210
$27.9K 0.02%
+3,100
211
$27.4K 0.02%
+303
212
$26.9K 0.02%
+212
213
$26.8K 0.02%
+97
214
$26.8K 0.02%
+57
215
$26.5K 0.02%
+95
216
$25.4K 0.02%
+330
217
$25.2K 0.02%
+319
218
$25.1K 0.02%
+982
219
$24.9K 0.02%
+50
220
$24.9K 0.02%
+180
221
$24.9K 0.02%
+760
222
$24.7K 0.02%
+200
223
$24.2K 0.02%
+285
224
$23.5K 0.02%
+429
225
$23.4K 0.02%
+327