NWM

Nicola Wealth Management Portfolio holdings

AUM $1.1B
1-Year Est. Return 17.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.66%
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 +$14.9M
2 +$11.1M
3 +$9.94M
4
LNG icon
Cheniere Energy
LNG
+$8.87M
5
NVEI
Nuvei Corporation Subordinate Voting Shares
NVEI
+$7.87M

Top Sells

1 +$14.2M
2 +$10.8M
3 +$10.7M
4
WM icon
Waste Management
WM
+$8.71M
5
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$7.37M

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