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
301
$18K 0.02%
56
-120
302
$18K 0.02%
1,593
-11,320
303
$17K 0.02%
1,295
-36,737
304
$17K 0.02%
838
-12,998
305
$17K 0.02%
62
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306
$17K 0.02%
86
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307
$17K 0.02%
219
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308
$17K 0.02%
352
-19,731
309
$16K 0.02%
201
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310
$16K 0.02%
158
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311
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202
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312
$15K 0.01%
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313
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566
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314
$14K 0.01%
149
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240
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316
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210
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$14K 0.01%
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194
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$13K 0.01%
56
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320
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$13K 0.01%
87
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333
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323
$13K 0.01%
301
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$12K 0.01%
57
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325
$12K 0.01%
85
-168
11 12
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