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
$45.8M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$973K
3
+$891K
4
AAPL icon
Apple
AAPL
+$627K
5
BDX icon
Becton Dickinson
BDX
+$594K

Top Sells

1
+$1.42M
2
+$1.23M
3
+$1.22M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.19M
5
AIG icon
American International
AIG
+$1.14M

Sector Composition

1 Consumer Staples 13.57%
2 Healthcare 10.85%
3 Technology 8.17%
4 Consumer Discretionary 7.65%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$102K 0.22%
+4,284
102
$101K 0.22%
8,692
+3,426
103
$100K 0.22%
+10,896
104
$95K 0.21%
379
+377
105
$94K 0.21%
1,169
-5,689
106
$89K 0.19%
4,754
-6,376
107
$88K 0.19%
+862
108
$88K 0.19%
5,352
+4,806
109
$88K 0.19%
1,187
-3,886
110
$86K 0.19%
1,464
-1,156
111
$85K 0.19%
492
-2,292
112
$83K 0.18%
19,927
+19,361
113
$80K 0.17%
799
+401
114
$79K 0.17%
478
+475
115
$79K 0.17%
1,735
+1,520
116
$77K 0.17%
676
+472
117
$72K 0.16%
861
+633
118
$71K 0.15%
119
+76
119
$70K 0.15%
3,440
+3,107
120
$69K 0.15%
3,173
+2,183
121
$69K 0.15%
1,896
+1,755
122
$67K 0.15%
6,979
-6,693
123
$66K 0.14%
1,023
-5,802
124
$66K 0.14%
844
-2,089
125
$66K 0.14%
739
-3,217
3 4
5
6 7