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
$986M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$8.51M
3 +$8.28M
4
PFE icon
Pfizer
PFE
+$5.21M
5
BAM icon
Brookfield Asset Management
BAM
+$4.94M

Top Sells

1 +$17.9M
2 +$14.7M
3 +$12.4M
4
MRK icon
Merck
MRK
+$11.1M
5
B
Barrick Mining
B
+$7.62M

Sector Composition

1 Financials 24.03%
2 Industrials 13.35%
3 Energy 10.78%
4 Technology 10.55%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-85,000
127
-133,900
128
-34,000
129
-12,600