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
$1.06B
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$11.3M
3 +$10.3M
4
LNG icon
Cheniere Energy
LNG
+$8.62M
5
MDT icon
Medtronic
MDT
+$5.59M

Top Sells

1 +$16.5M
2 +$10.8M
3 +$10.8M
4
WM icon
Waste Management
WM
+$9.05M
5
ACN icon
Accenture
ACN
+$7.46M

Sector Composition

1 Financials 27.1%
2 Industrials 13.42%
3 Technology 10.54%
4 Energy 9.19%
5 Healthcare 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-94,500