We are live on ! Find out more
NWM

Nicola Wealth Management Portfolio holdings

AUM $833M
1-Year Est. Return 20.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$71.5M
3
+$17.6M
4
SNPS icon
Synopsys
SNPS
+$16.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$14M

Top Sells

1
+$119M
2
+$26.8M
3
+$22.3M
4
TD icon
Toronto Dominion Bank
TD
+$14.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.7M

Sector Composition

1 Financials 21.07%
2 Technology 16.38%
3 Energy 15.84%
4 Industrials 14.95%
5 Communication Services 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-190,000
102
– –
-20,642
103
– –
-22,000
104
– –
-54,977
105
– –
-3,486
106
– –
-20,296
107
– –
-4,881
108
– –
-19,500
109
– –
-35,000
110
– –
-110,000
111
– –
-29,060
112
– –
-10,400
1 2 3 4
5