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

Top Buys

1
+$1.7M
2
+$1.05M
3
+$1.03M
4
AYX
Alteryx Inc
AYX
+$898K
5
CIEN icon
Ciena
CIEN
+$860K

Top Sells

1
+$1.94M
2
+$1.92M
3
+$1.87M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.79M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.72M

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
551
$0 ﹤0.01%
1
-765
552
– –
-983
553
$0 ﹤0.01%
2
-1,922
554
– –
-112
555
– –
-4,614
556
$0 ﹤0.01%
+3
557
$0 ﹤0.01%
10
-8,360
558
– –
-12,515
559
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560
– –
-974
561
$0 ﹤0.01%
3
-3,691
562
$0 ﹤0.01%
+7
563
$0 ﹤0.01%
+7
564
– –
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565
$0 ﹤0.01%
+1
566
$0 ﹤0.01%
1
-46
567
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-2,163
568
$0 ﹤0.01%
+1
569
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-736
570
$0 ﹤0.01%
+16
571
$0 ﹤0.01%
1
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572
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573
– –
-11,219
574
– –
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575
– –
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