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
$63.5M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.2M
3
+$1.14M
4
ELV icon
Elevance Health
ELV
+$1.1M
5
HCA icon
HCA Healthcare
HCA
+$1.06M

Top Sells

1
+$1.35M
2
+$1.29M
3
+$1.25M
4
KHC icon
Kraft Heinz
KHC
+$1.22M
5
MDT icon
Medtronic
MDT
+$1.12M

Sector Composition

1 Healthcare 19.15%
2 Consumer Discretionary 15.87%
3 Technology 13.96%
4 Industrials 11.9%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.48%
3,308
+2,089
77
$287K 0.45%
128
+69
78
$280K 0.44%
1,845
+1,759
79
$274K 0.43%
+14,743
80
$267K 0.42%
3,407
+3,362
81
$266K 0.42%
+1,970
82
$265K 0.42%
4,073
-4,894
83
$263K 0.41%
5,237
+3,397
84
$262K 0.41%
2,350
+1,062
85
$255K 0.4%
7,435
-7,287
86
$254K 0.4%
8,950
+7,606
87
$250K 0.39%
5,740
-7,222
88
$237K 0.37%
4,158
+846
89
$233K 0.37%
3,490
-9,106
90
$228K 0.36%
5,912
+4,920
91
$225K 0.35%
+2,468
92
$224K 0.35%
12,316
+11,726
93
$222K 0.35%
3,497
+3,464
94
$221K 0.35%
2,344
+2,331
95
$220K 0.35%
1,273
-1,695
96
$218K 0.34%
15,168
+14,899
97
$212K 0.33%
1,427
-467
98
$211K 0.33%
1,250
+1,233
99
$211K 0.33%
4,098
+3,952
100
$211K 0.33%
2,872
-7,421
2 3
4
5 6