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
$1.03B
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$105M
2 +$17.5M
3 +$14.1M
4
AMZN icon
Amazon
AMZN
+$9.74M
5
INFY icon
Infosys
INFY
+$8.67M

Top Sells

1 +$14.8M
2 +$13.8M
3 +$13.5M
4
LNG icon
Cheniere Energy
LNG
+$12.9M
5
IFF icon
International Flavors & Fragrances
IFF
+$11.1M

Sector Composition

1 Financials 22.63%
2 Technology 11.92%
3 Industrials 11.68%
4 Energy 10.57%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-24,000
127
-29,500
128
-102,200