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
$95M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.6M
3
+$1.39M
4
MDLZ icon
Mondelez International
MDLZ
+$1.35M
5
HSY icon
Hershey
HSY
+$1.29M

Top Sells

1
+$1.44M
2
+$1.42M
3
+$1.38M
4
GLW icon
Corning
GLW
+$1.3M
5
NOC icon
Northrop Grumman
NOC
+$1.12M

Sector Composition

1 Financials 17.04%
2 Consumer Staples 12.26%
3 Technology 12.24%
4 Consumer Discretionary 11.81%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.67%
26,536
+3,640
52
$630K 0.66%
18,069
+17,974
53
$582K 0.61%
15,795
-38,457
54
$572K 0.6%
6,541
-1,024
55
$565K 0.59%
7,886
+7,802
56
$558K 0.59%
1,411
-2,212
57
$555K 0.58%
296
-59
58
$555K 0.58%
10,142
+8,497
59
$532K 0.56%
2,366
+2,261
60
$532K 0.56%
3,060
+1,245
61
$531K 0.56%
2,874
+2,539
62
$513K 0.54%
2,194
+2,168
63
$511K 0.54%
4,565
-1,216
64
$509K 0.54%
+21,329
65
$509K 0.54%
+3,405
66
$508K 0.53%
3,469
+2,130
67
$494K 0.52%
3,548
+3,438
68
$485K 0.51%
10,219
+10,067
69
$466K 0.49%
5,421
-2,175
70
$463K 0.49%
9,817
+9,784
71
$461K 0.49%
7,839
+5,081
72
$454K 0.48%
3,886
+3,849
73
$452K 0.48%
10,676
-3,519
74
$450K 0.47%
4,105
+3,637
75
$444K 0.47%
14,606
+13,439
1 2
3
4 5