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
276
$32K 0.03%
114
-512
277
$32K 0.03%
706
+541
278
$31K 0.03%
276
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279
$31K 0.03%
910
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280
$30K 0.03%
228
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281
$29K 0.03%
600
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282
$26K 0.03%
81
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283
$26K 0.03%
478
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284
$26K 0.03%
424
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285
$25K 0.02%
172
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286
$23K 0.02%
70
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287
$23K 0.02%
380
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288
$22K 0.02%
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289
$22K 0.02%
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$22K 0.02%
106
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291
$22K 0.02%
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$22K 0.02%
370
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$21K 0.02%
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$20K 0.02%
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295
$19K 0.02%
235
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296
$19K 0.02%
545
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297
$19K 0.02%
555
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298
$18K 0.02%
196
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299
$18K 0.02%
670
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300
$18K 0.02%
475
-26,873
10 11
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