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
$113M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.79M
3
+$1.79M
4
DLTR icon
Dollar Tree
DLTR
+$1.76M
5
AMZN icon
Amazon
AMZN
+$1.54M

Top Sells

1
+$2.07M
2
+$1.85M
3
+$1.76M
4
DD icon
DuPont de Nemours
DD
+$1.7M
5
CSX icon
CSX Corp
CSX
+$1.66M

Sector Composition

1 Energy 16.64%
2 Consumer Discretionary 14.21%
3 Consumer Staples 10.78%
4 Financials 10.67%
5 Technology 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$833K 0.74%
20,253
-15,193
52
$822K 0.73%
6,903
+4,647
53
$814K 0.72%
21,768
+21,470
54
$770K 0.68%
+14,378
55
$763K 0.68%
83,306
-11,081
56
$761K 0.67%
46,320
+16,941
57
$754K 0.67%
14,761
-84
58
$747K 0.66%
8,081
+7,875
59
$739K 0.65%
+14,776
60
$736K 0.65%
41,273
-3,631
61
$734K 0.65%
22,299
+22,247
62
$730K 0.65%
23,299
-42,373
63
$730K 0.65%
9,409
-4,697
64
$699K 0.62%
21,137
+20,264
65
$687K 0.61%
13,184
+7,690
66
$687K 0.61%
21,659
-40,764
67
$642K 0.57%
3,976
+2,983
68
$639K 0.57%
11,568
+11,097
69
$637K 0.56%
3,583
+3,548
70
$626K 0.55%
10,919
+10,245
71
$618K 0.55%
7,876
+7,741
72
$600K 0.53%
5,800
+2,896
73
$596K 0.53%
20,508
+1,651
74
$580K 0.51%
20,196
+6,498
75
$575K 0.51%
7,072
+6,924
1 2
3
4 5