NIM
NuWave Investment Management Portfolio holdings
AUM
$87.2M
This Quarter Return
-10.78%
1 Year Return
-38.54%
3 Year Return
-26.44%
5 Year Return
-12.77%
10 Year Return
–
AUM
$87.2M
AUM Growth
+$87.2M
(+17%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
17.64%
Top 10 Holdings %
Top 10 Hldgs %
14.68%
Holding
398
New
144
Increased
71
Reduced
54
Closed
129
Top Buys
| 1 |
Progressive
PGR
|
$1.85M |
| 2 |
Waste Management
WM
|
$1.54M |
| 3 |
Intel
INTC
|
$1.32M |
| 4 |
McDonald's
MCD
|
$1.22M |
| 5 |
Verizon
VZ
|
$1.11M |
Top Sells
| 1 |
Cisco
CSCO
|
$1.24M |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.11M |
| 3 |
Honeywell
HON
|
$1.07M |
| 4 |
Netflix
NFLX
|
$1.06M |
| 5 |
Medtronic
MDT
|
$1.06M |
Sector Composition
| 1 | Technology | 18.59% |
| 2 | Healthcare | 13.83% |
| 3 | Industrials | 13.23% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Financials | 10.4% |
