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
$74.5M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.42M
3 +$1.31M
4
HD icon
Home Depot
HD
+$1.27M
5
SHOP icon
Shopify
SHOP
+$1.21M

Top Sells

1 +$1.79M
2 +$1.62M
3 +$1.54M
4
DE icon
Deere & Co
DE
+$1.44M
5
XYZ
Block Inc
XYZ
+$1.24M

Sector Composition

1 Healthcare 17.13%
2 Technology 14.81%
3 Industrials 12.4%
4 Financials 12.18%
5 Communication Services 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$455K 0.61%
5,514
-868
52
$452K 0.61%
5,364
+1,022
53
$451K 0.61%
3,820
+3,211
54
$449K 0.6%
946
-806
55
$444K 0.6%
+9,332
56
$443K 0.59%
+8,683
57
$440K 0.59%
+2,191
58
$437K 0.59%
5,332
+4,774
59
$425K 0.57%
+2,811
60
$424K 0.57%
4,170
+53
61
$419K 0.56%
3,368
+2,723
62
$410K 0.55%
+5,405
63
$397K 0.53%
826
+387
64
$394K 0.53%
+881
65
$393K 0.53%
11,757
-8,129
66
$386K 0.52%
2,232
+2,052
67
$385K 0.52%
+754
68
$384K 0.52%
11,030
+4,344
69
$377K 0.51%
+4,702
70
$374K 0.5%
3,139
+479
71
$372K 0.5%
4,253
+2,186
72
$368K 0.49%
+3,565
73
$344K 0.46%
15,385
+7,457
74
$340K 0.46%
2,240
+1,290
75
$334K 0.45%
+1,343