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
$101M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.66M
3
+$1.39M
4
SBUX icon
Starbucks
SBUX
+$1.34M
5
COST icon
Costco
COST
+$1.22M

Top Sells

1
+$1.75M
2
+$1.7M
3
+$1.68M
4
HSY icon
Hershey
HSY
+$1.52M
5
SHW icon
Sherwin-Williams
SHW
+$1.45M

Sector Composition

1 Financials 15.02%
2 Technology 14.19%
3 Consumer Discretionary 13.2%
4 Industrials 9.68%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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265
+38
377
$6K 0.01%
112
-26
378
$6K 0.01%
100
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379
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213
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380
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163
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381
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106
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382
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41
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383
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38
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384
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386
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387
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$5K 0.01%
41
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390
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196
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32
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$4K ﹤0.01%
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91
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398
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21
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$4K ﹤0.01%
120
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400
$4K ﹤0.01%
118
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16
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