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
$116M
AUM Growth
+$402K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$734K
3
+$642K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$559K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$519K

Top Sells

1
+$2.28M
2
+$1.19M
3
+$767K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$447K
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$392K

Sector Composition

1 Technology 7.62%
2 Financials 2.56%
3 Consumer Discretionary 1.91%
4 Communication Services 1.17%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$47.1K 0.04%
+156
202
$46.8K 0.04%
+570
203
$46.8K 0.04%
+1,248
204
$45.9K 0.04%
1,022
-89
205
$45.8K 0.04%
2,940
206
$44.9K 0.04%
+147
207
$44.7K 0.04%
4,671
+618
208
$43.7K 0.04%
3,025
209
$43.4K 0.04%
4,550
210
$43.4K 0.04%
+254
211
$43.3K 0.04%
765
+386
212
$42.6K 0.04%
+541
213
$42.4K 0.04%
+210
214
$42.2K 0.04%
3,350
215
$41.7K 0.04%
6,363
216
$41.6K 0.04%
10,450
217
$41.1K 0.04%
+1,511
218
$40.7K 0.04%
7,897
219
$40.6K 0.04%
320
220
$39.9K 0.03%
75
+5
221
$39.8K 0.03%
377
222
$39.6K 0.03%
502
-199
223
$39K 0.03%
+2,615
224
$38.3K 0.03%
123
+122
225
$38.3K 0.03%
1,622
7 8
9
10 11