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
76
$333K 0.45%
+3,718
77
$330K 0.44%
26,432
-13,604
78
$327K 0.44%
1,318
-1,988
79
$324K 0.43%
6,592
+6,090
80
$321K 0.43%
2,300
-6,480
81
$320K 0.43%
5,636
-5,816
82
$313K 0.42%
1,928
+1,425
83
$307K 0.41%
23,453
+3,890
84
$298K 0.4%
+3,535
85
$297K 0.4%
6,133
+1,099
86
$296K 0.4%
987
+569
87
$290K 0.39%
+4,546
88
$289K 0.39%
833
+447
89
$286K 0.38%
5,031
+2,303
90
$283K 0.38%
+434
91
$281K 0.38%
+1,241
92
$280K 0.38%
+5,638
93
$274K 0.37%
2,733
-9,434
94
$274K 0.37%
+1,307
95
$269K 0.36%
+590
96
$269K 0.36%
2,165
+1,436
97
$269K 0.36%
4,681
+3,738
98
$268K 0.36%
+4,679
99
$266K 0.36%
2,145
+1,235
100
$266K 0.36%
+2,253