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
376
$5K ﹤0.01%
117
-13,506
377
$5K ﹤0.01%
414
-2,826
378
$5K ﹤0.01%
248
-3,842
379
$5K ﹤0.01%
23
-4,939
380
$5K ﹤0.01%
26
-1,222
381
$5K ﹤0.01%
168
-758
382
$5K ﹤0.01%
169
-2,448
383
$5K ﹤0.01%
202
-677
384
$5K ﹤0.01%
24
-1,355
385
$5K ﹤0.01%
38
-151
386
$5K ﹤0.01%
182
+62
387
$4K ﹤0.01%
150
-115
388
$4K ﹤0.01%
85
-820
389
$4K ﹤0.01%
19
-890
390
$4K ﹤0.01%
16
-243
391
$4K ﹤0.01%
82
-1,194
392
$4K ﹤0.01%
420
-2,748
393
$4K ﹤0.01%
71
-169
394
$4K ﹤0.01%
86
-75
395
$4K ﹤0.01%
326
-2,812
396
$3K ﹤0.01%
31
-534
397
$3K ﹤0.01%
25
-594
398
$3K ﹤0.01%
23
-1,843
399
$3K ﹤0.01%
225
-525
400
$3K ﹤0.01%
20
-1,656
14 15
16
17 18