NWM

Nicola Wealth Management Portfolio holdings

AUM $1.07B
1-Year Est. Return 22.52%
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$25.1M
2 +$21.2M
3 +$12.8M
4
MFC icon
Manulife Financial
MFC
+$12.6M
5
SLF icon
Sun Life Financial
SLF
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.1%
2 Energy 10%
3 Consumer Discretionary 9.56%
4 Consumer Staples 9.33%
5 Technology 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$363K 0.07%
+8,700