We are live on ! Find out more
NIM

NuWave Investment Management Portfolio holdings

AUM $87.2M
1-Year Est. Return 38.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-38.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.8M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$991K
3
+$988K
4
OVV icon
Ovintiv
OVV
+$827K
5
AAPL icon
Apple
AAPL
+$725K

Top Sells

1
+$1.42M
2
+$1.23M
3
+$1.23M
4
GD icon
General Dynamics
GD
+$1.22M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.19M

Sector Composition

1 Consumer Staples 13.57%
2 Healthcare 10.85%
3 Technology 8.12%
4 Consumer Discretionary 7.65%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-5,873
402
– –
-1,673
403
– –
-4,912
404
– –
-9,086
405
– –
-1,743
406
– –
-329
407
– –
-10,816
408
– –
-248
409
– –
-306
410
– –
-6,471
411
– –
-8,381
412
– –
-81
413
– –
-7,294
414
– –
-420
415
– –
-240
416
– –
-9,010
417
– –
-465
418
– –
-546
419
– –
-426
420
– –
-8,653
421
– –
-6,411
422
– –
-82
423
– –
-7,993
424
– –
-838
425
– –
-4,467
14 15 16
17
18