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
$45.8M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$973K
3
+$891K
4
AAPL icon
Apple
AAPL
+$627K
5
BDX icon
Becton Dickinson
BDX
+$594K

Top Sells

1
+$1.42M
2
+$1.23M
3
+$1.22M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.19M
5
AIG icon
American International
AIG
+$1.14M

Sector Composition

1 Consumer Staples 13.57%
2 Healthcare 10.85%
3 Technology 8.17%
4 Consumer Discretionary 7.65%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$196K 0.43%
1,601
+1,516
52
$194K 0.42%
7,182
-9,478
53
$192K 0.42%
2,321
-1,478
54
$191K 0.42%
2,047
-3,524
55
$187K 0.41%
1,319
-162
56
$185K 0.4%
56,297
+55,971
57
$184K 0.4%
5,462
-26,221
58
$178K 0.39%
66,084
+62,945
59
$177K 0.39%
2,662
-1,984
60
$177K 0.39%
770
-781
61
$177K 0.39%
12,648
+12,629
62
$175K 0.38%
1,124
-224
63
$174K 0.38%
1,364
-239
64
$171K 0.37%
1,500
+1,480
65
$170K 0.37%
1,926
-888
66
$168K 0.37%
3,637
+3,526
67
$166K 0.36%
1,920
+1,644
68
$166K 0.36%
5,799
-8,091
69
$163K 0.36%
2,411
-4,611
70
$160K 0.35%
12,788
+8,500
71
$158K 0.34%
2,882
+2,773
72
$157K 0.34%
1,310
-3,499
73
$156K 0.34%
1,600
-6,600
74
$154K 0.34%
826
+255
75
$153K 0.33%
2,304
+1,837
1 2
3
4 5