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
$1.01B
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$40.6M
2 +$15.2M
3 +$13.4M
4
SUI icon
Sun Communities
SUI
+$8.4M
5
TU icon
Telus
TU
+$7.7M

Top Sells

1 +$15.1M
2 +$14.5M
3 +$12.3M
4
BSX icon
Boston Scientific
BSX
+$9.68M
5
AAPL icon
Apple
AAPL
+$9.1M

Sector Composition

1 Financials 21.39%
2 Energy 14.44%
3 Industrials 12.84%
4 Technology 10.34%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-29,600
127
-63,377