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
$102M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.4M
3
+$1.15M
4
VLO icon
Valero Energy
VLO
+$1.06M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.03M

Top Sells

1
+$1.89M
2
+$1.74M
3
+$1.74M
4
KO icon
Coca-Cola
KO
+$1.7M
5
JPM icon
JPMorgan Chase
JPM
+$1.7M

Sector Composition

1 Technology 14.16%
2 Financials 14.15%
3 Consumer Discretionary 13.95%
4 Industrials 12.4%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$502K 0.49%
5,630
+1,520
77
$495K 0.48%
3,407
+2,663
78
$475K 0.46%
9,086
+6,609
79
$468K 0.46%
3,744
-468
80
$457K 0.45%
34,586
+27,066
81
$453K 0.44%
2,292
+75
82
$441K 0.43%
6,825
-3,119
83
$439K 0.43%
5,646
+1,566
84
$439K 0.43%
2,985
+2,785
85
$434K 0.42%
5,105
+5,019
86
$430K 0.42%
4,972
+3,633
87
$428K 0.42%
2,784
-879
88
$428K 0.42%
3,956
+3,369
89
$424K 0.41%
2,312
+2,216
90
$418K 0.41%
7,882
+7,724
91
$408K 0.4%
6,882
-5,160
92
$406K 0.4%
1,551
+973
93
$405K 0.4%
2,824
+1,821
94
$401K 0.39%
4,850
+2,200
95
$393K 0.38%
9,010
+8,847
96
$392K 0.38%
4,297
+516
97
$392K 0.38%
5,873
-1,142
98
$382K 0.37%
6,370
+5,778
99
$382K 0.37%
9,847
+8,704
100
$380K 0.37%
3,124
-17
2 3
4
5 6