NWM
Nicola Wealth Management Portfolio holdings
AUM
$1.07B
This Quarter Return
+8.53%
1 Year Return
+22.52%
3 Year Return
+51.9%
5 Year Return
+107.06%
10 Year Return
–
AUM
$702M
AUM Growth
+$702M
(-2.8%)
Cap. Flow
-$69.4M
Cap. Flow
% of AUM
-9.88%
Top 10 Holdings %
Top 10 Hldgs %
24.78%
Holding
123
New
9
Increased
32
Reduced
44
Closed
12
Top Buys
| 1 |
Brookfield Renewable
BEP
|
$6.41M |
| 2 |
Toronto Dominion Bank
TD
|
$5.74M |
| 3 |
SSR Mining
SSRM
|
$5.24M |
| 4 |
Canadian Imperial Bank of Commerce
CM
|
$5.16M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$4.17M |
Top Sells
| 1 |
Deere & Co
DE
|
$15.7M |
| 2 |
Union Pacific
UNP
|
$11.8M |
| 3 |
Lowe's Companies
LOW
|
$10.2M |
| 4 |
Walt Disney
DIS
|
$9.48M |
| 5 |
Dollar Tree
DLTR
|
$9.13M |
Sector Composition
| 1 | Financials | 26.67% |
| 2 | Industrials | 12.92% |
| 3 | Consumer Staples | 10.21% |
| 4 | Communication Services | 8.33% |
| 5 | Consumer Discretionary | 8.09% |
