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
$34.9M
AUM Growth
-$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$620K
2 +$604K
3 +$512K
4
COP icon
ConocoPhillips
COP
+$472K
5
GLW icon
Corning
GLW
+$457K

Top Sells

1 +$604K
2 +$602K
3 +$581K
4
MO icon
Altria Group
MO
+$508K
5
AAPL icon
Apple
AAPL
+$457K

Sector Composition

1 Energy 17.19%
2 Industrials 15.32%
3 Technology 13.93%
4 Consumer Discretionary 12.86%
5 Healthcare 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$183K 0.52%
8,124
+7,895
77
$183K 0.52%
3,132
+2,850
78
$183K 0.52%
+7,042
79
$182K 0.52%
1,142
+484
80
$176K 0.5%
+3,132
81
$175K 0.5%
7,926
-116
82
$167K 0.48%
7,127
+7,051
83
$165K 0.47%
+5,333
84
$161K 0.46%
3,140
-759
85
$159K 0.46%
2,816
-2,869
86
$151K 0.43%
825
+711
87
$151K 0.43%
5,122
-3,208
88
$148K 0.42%
+2,602
89
$148K 0.42%
1,318
-142
90
$148K 0.42%
+1,038
91
$146K 0.42%
1,474
+1,427
92
$142K 0.41%
1,277
-1,153
93
$139K 0.4%
+4,652
94
$134K 0.38%
+1,923
95
$132K 0.38%
1,342
-498
96
$130K 0.37%
1,591
+32
97
$130K 0.37%
+1,980
98
$129K 0.37%
2,592
-424
99
$129K 0.37%
+5,113
100
$128K 0.37%
1,870
+1,680