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
$88.1M
AUM Growth
+$651K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.44M
3
+$1.18M
4
HUBS icon
HubSpot
HUBS
+$1.16M
5
BDX icon
Becton Dickinson
BDX
+$1.13M

Top Sells

1
+$1.91M
2
+$1.45M
3
+$1.29M
4
CHTR icon
Charter Communications
CHTR
+$1.27M
5
SNPS icon
Synopsys
SNPS
+$1.26M

Sector Composition

1 Technology 19.23%
2 Healthcare 15.36%
3 Communication Services 12.56%
4 Financials 11.72%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$726K 0.82%
4,163
+2,880
27
$715K 0.81%
+19,913
28
$714K 0.81%
+2,710
29
$708K 0.8%
5,961
+2,666
30
$705K 0.8%
3,306
+2,996
31
$674K 0.76%
4,528
+1,569
32
$661K 0.75%
22,460
+16,380
33
$651K 0.74%
+4,117
34
$648K 0.74%
40,036
+29,922
35
$641K 0.73%
2,807
+633
36
$617K 0.7%
+13,115
37
$615K 0.7%
4,139
+241
38
$611K 0.69%
20,648
+7,346
39
$599K 0.68%
+6,878
40
$593K 0.67%
+4,386
41
$589K 0.67%
643
-148
42
$580K 0.66%
2,269
+922
43
$574K 0.65%
+4,669
44
$561K 0.64%
1,467
+119
45
$554K 0.63%
+9,430
46
$552K 0.63%
3,458
+1,095
47
$548K 0.62%
+4,209
48
$542K 0.62%
10,076
+9,925
49
$532K 0.6%
3,666
+1,797
50
$530K 0.6%
1,763
-2,115
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