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
326
$12K 0.01%
775
+23
327
$12K 0.01%
546
+504
328
$12K 0.01%
230
-114
329
$12K 0.01%
138
-2,093
330
$11K 0.01%
465
-705
331
$11K 0.01%
82
-12,670
332
$11K 0.01%
62
-3,219
333
$11K 0.01%
72
-3,384
334
$10K 0.01%
377
-579
335
$10K 0.01%
140
+28
336
$10K 0.01%
69
-2,960
337
$10K 0.01%
444
-1,596
338
$10K 0.01%
59
+18
339
$9K 0.01%
108
-1,281
340
$9K 0.01%
216
-1,776
341
$9K 0.01%
238
-402
342
$9K 0.01%
80
-1,749
343
$9K 0.01%
215
-20,316
344
$9K 0.01%
109
-1,967
345
$9K 0.01%
24
-236
346
$9K 0.01%
102
-2,030
347
$9K 0.01%
165
-1,365
348
$9K 0.01%
51
-15
349
$9K 0.01%
99
350
$9K 0.01%
141
-3,916
12 13
14
15 16