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
$65.1M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.15M
3
+$1.01M
4
BA icon
Boeing
BA
+$770K
5
AMT icon
American Tower
AMT
+$769K

Top Sells

1
+$2.09M
2
+$2.01M
3
+$1.89M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.88M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.74M

Sector Composition

1 Healthcare 17.34%
2 Industrials 14.41%
3 Financials 12.41%
4 Consumer Discretionary 11.15%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
13
-26
477
$1K ﹤0.01%
17
-1,078
478
$1K ﹤0.01%
18
-22
479
$1K ﹤0.01%
17
+6
480
$1K ﹤0.01%
+3
481
$1K ﹤0.01%
60
-6,054
482
$1K ﹤0.01%
7
-303
483
$1K ﹤0.01%
22
-11,949
484
$1K ﹤0.01%
4
-1,557
485
$1K ﹤0.01%
+2
486
$1K ﹤0.01%
6
-5,486
487
$1K ﹤0.01%
+4
488
$1K ﹤0.01%
7
-75
489
$1K ﹤0.01%
6
+4
490
$1K ﹤0.01%
8
-4
491
$1K ﹤0.01%
16
-1,437
492
$1K ﹤0.01%
4
-3,444
493
$1K ﹤0.01%
5
-6,465
494
$1K ﹤0.01%
6
-199
495
$1K ﹤0.01%
2
-804
496
$1K ﹤0.01%
27
-3,988
497
$1K ﹤0.01%
46
-1,679
498
$1K ﹤0.01%
11
-155
499
$1K ﹤0.01%
8
500
$1K ﹤0.01%
46
-467
18 19
20
21 22