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
$109M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.63M
3
+$1.56M
4
CSX icon
CSX Corp
CSX
+$1.54M
5
LUMN icon
Lumen
LUMN
+$1.51M

Top Sells

1
+$1.72M
2
+$1.49M
3
+$1.41M
4
MON
Monsanto Co
MON
+$1.4M
5
CMCSA icon
Comcast
CMCSA
+$1.37M

Sector Composition

1 Technology 15.43%
2 Financials 15.35%
3 Energy 13.18%
4 Consumer Discretionary 12.09%
5 Healthcare 12.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$749K 0.68%
+44,904
52
$746K 0.68%
14,759
-3,678
53
$737K 0.67%
11,200
-2,668
54
$734K 0.67%
63,826
+62,217
55
$730K 0.67%
7,807
+6,244
56
$722K 0.66%
4,563
+1,556
57
$721K 0.66%
14,845
+14,517
58
$714K 0.65%
85,303
+69,543
59
$712K 0.65%
11,962
+440
60
$709K 0.65%
9,092
-4,607
61
$701K 0.64%
8,262
+8,172
62
$659K 0.6%
+14,061
63
$625K 0.57%
6,837
+6,547
64
$594K 0.54%
+14,141
65
$581K 0.53%
+2,557
66
$564K 0.52%
23,898
+10,059
67
$564K 0.52%
5,922
+945
68
$557K 0.51%
13,329
+6,642
69
$554K 0.51%
18,013
-135
70
$545K 0.5%
14,822
+13,484
71
$541K 0.49%
+29,379
72
$538K 0.49%
7,809
-6,707
73
$525K 0.48%
8,714
+1,859
74
$522K 0.48%
13,785
+13,522
75
$516K 0.47%
10,758
+5,875
1 2
3
4 5