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
401
$3K ﹤0.01%
90
-6,430
402
$3K ﹤0.01%
73
-82
403
$3K ﹤0.01%
17
+2
404
$3K ﹤0.01%
25
-2,353
405
$3K ﹤0.01%
50
-323
406
$2K ﹤0.01%
43
-220
407
$2K ﹤0.01%
80
-116
408
$2K ﹤0.01%
1
-743
409
$2K ﹤0.01%
88
-4,567
410
$2K ﹤0.01%
6
-24
411
$2K ﹤0.01%
16
-941
412
$2K ﹤0.01%
11
-1,964
413
$2K ﹤0.01%
18
-56
414
$2K ﹤0.01%
17
-116
415
$1K ﹤0.01%
3
-1,060
416
$1K ﹤0.01%
17
-1,577
417
$1K ﹤0.01%
27
-6,961
418
$1K ﹤0.01%
19
-6,501
419
$1K ﹤0.01%
8
-305
420
$1K ﹤0.01%
18
-2,765
421
$1K ﹤0.01%
2
-96
422
$1K ﹤0.01%
6
-75
423
$1K ﹤0.01%
33
-27
424
$0 ﹤0.01%
5
-716
425
$0 ﹤0.01%
5
-2,210
14 15 16
17
18