NIM
NuWave Investment Management Portfolio holdings
AUM
$87.2M
This Quarter Return
+7.57%
1 Year Return
-38.54%
3 Year Return
-26.44%
5 Year Return
-12.77%
10 Year Return
–
AUM
$76.7M
AUM Growth
+$76.7M
(+21%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
18.48%
Top 10 Holdings %
Top 10 Hldgs %
12.46%
Holding
427
New
202
Increased
74
Reduced
128
Closed
23
Top Buys
| 1 |
Macy's
M
|
$983K |
| 2 |
Intuitive Surgical
ISRG
|
$969K |
| 3 |
NextEra Energy, Inc.
NEE
|
$946K |
| 4 |
ANDV
Andeavor
ANDV
|
$924K |
| 5 |
CSX Corp
CSX
|
$863K |
Top Sells
| 1 |
Bath & Body Works
BBWI
|
$1.65M |
| 2 |
MON
Monsanto Co
MON
|
$1.32M |
| 3 |
Elevance Health
ELV
|
$1.28M |
| 4 |
Hewlett Packard
HPE
|
$1.11M |
| 5 |
Danaher
DHR
|
$1.07M |
Sector Composition
| 1 | Financials | 17.69% |
| 2 | Technology | 17.24% |
| 3 | Consumer Discretionary | 14.74% |
| 4 | Healthcare | 11.53% |
| 5 | Industrials | 10.13% |
