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
$63.5M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.2M
3
+$1.14M
4
ELV icon
Elevance Health
ELV
+$1.1M
5
HCA icon
HCA Healthcare
HCA
+$1.06M

Top Sells

1
+$1.35M
2
+$1.29M
3
+$1.25M
4
KHC icon
Kraft Heinz
KHC
+$1.22M
5
MDT icon
Medtronic
MDT
+$1.12M

Sector Composition

1 Healthcare 19.15%
2 Consumer Discretionary 15.87%
3 Technology 13.96%
4 Industrials 11.9%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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