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
201
$53.6K 0.04%
487
+221
202
$53.5K 0.04%
1,525
-646
203
$52.6K 0.04%
362
+117
204
$51.9K 0.04%
137
-237
205
$51.8K 0.04%
401
+81
206
$50.5K 0.04%
422
-205
207
$49.9K 0.04%
326
+38
208
$49.4K 0.04%
105
-6
209
$49.4K 0.04%
444
+34
210
$46.9K 0.03%
744
-21
211
$46.1K 0.03%
2,523
212
$45.6K 0.03%
177
+30
213
$45.4K 0.03%
317
-149
214
$44.6K 0.03%
144
-3
215
$44K 0.03%
42
+3
216
$43.9K 0.03%
1,074
+70
217
$43.8K 0.03%
2,940
218
$43.3K 0.03%
6,363
219
$43.3K 0.03%
182
-28
220
$43.2K 0.03%
320
-248
221
$43.1K 0.03%
317
-58
222
$43K 0.03%
377
223
$42.9K 0.03%
4,671
224
$42.1K 0.03%
3,025
225
$42K 0.03%
197
+170
7 8
9
10 11