NIM

NuWave Investment Management Portfolio holdings

AUM $87.2M
1-Year Est. Return 38.54%
This Quarter Est. Return
1 Year Est. Return
-38.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.4M
3
+$1.15M
4
VLO icon
Valero Energy
VLO
+$1.06M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.03M

Top Sells

1
+$1.89M
2
+$1.74M
3
+$1.74M
4
KO icon
Coca-Cola
KO
+$1.7M
5
JPM icon
JPMorgan Chase
JPM
+$1.7M

Sector Composition

1 Technology 14.16%
2 Financials 14.15%
3 Consumer Discretionary 13.95%
4 Industrials 12.4%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$90K 0.09%
517
+396
227
$87K 0.09%
4,288
+4,213
228
$86K 0.08%
5,853
+3,487
229
$85K 0.08%
262
+111
230
$84K 0.08%
655
-2,487
231
$79K 0.08%
2,678
-10,918
232
$76K 0.07%
2,834
-440
233
$75K 0.07%
990
-13,946
234
$74K 0.07%
3,139
+2,055
235
$73K 0.07%
588
-9,134
236
$73K 0.07%
7,864
-39,446
237
$71K 0.07%
790
-3,873
238
$67K 0.07%
1,876
-1,425
239
$66K 0.06%
288
+85
240
$65K 0.06%
1,422
-24,252
241
$65K 0.06%
217
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242
$62K 0.06%
261
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243
$62K 0.06%
1,945
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244
$59K 0.06%
2,289
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245
$59K 0.06%
365
-738
246
$58K 0.06%
1,141
-2,241
247
$58K 0.06%
644
-60
248
$55K 0.05%
1,529
-5,679
249
$53K 0.05%
443
-2,779
250
$53K 0.05%
862
-3,867
8 9
10
11 12