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
251
$52K 0.05%
439
-14,672
252
$50K 0.05%
100
+94
253
$49K 0.05%
43
-18
254
$49K 0.05%
2,617
-450
255
$48K 0.05%
99
-754
256
$47K 0.05%
989
-2,427
257
$46K 0.04%
1,396
+1,136
258
$46K 0.04%
537
-3,689
259
$44K 0.04%
461
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260
$43K 0.04%
398
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261
$42K 0.04%
413
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262
$42K 0.04%
+277
263
$41K 0.04%
743
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264
$40K 0.04%
454
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265
$38K 0.04%
523
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266
$38K 0.04%
205
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267
$37K 0.04%
467
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268
$37K 0.04%
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269
$35K 0.03%
695
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270
$35K 0.03%
987
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271
$35K 0.03%
366
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272
$34K 0.03%
298
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273
$34K 0.03%
204
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274
$33K 0.03%
440
-573
275
$33K 0.03%
139
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9 10
11
12 13