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
$88.1M
AUM Growth
+$651K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.44M
3
+$1.18M
4
HUBS icon
HubSpot
HUBS
+$1.16M
5
BDX icon
Becton Dickinson
BDX
+$1.13M

Top Sells

1
+$1.91M
2
+$1.45M
3
+$1.29M
4
CHTR icon
Charter Communications
CHTR
+$1.27M
5
SNPS icon
Synopsys
SNPS
+$1.26M

Sector Composition

1 Technology 19.23%
2 Healthcare 15.36%
3 Communication Services 12.56%
4 Financials 11.72%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$329K 0.37%
+15,098
102
$327K 0.37%
6,358
+1,745
103
$325K 0.37%
+1,279
104
$321K 0.36%
+2,920
105
$319K 0.36%
+13,258
106
$318K 0.36%
2,036
+1,621
107
$316K 0.36%
17,727
+8,766
108
$310K 0.35%
+6,686
109
$303K 0.34%
+1,389
110
$302K 0.34%
2,330
-732
111
$300K 0.34%
+1,816
112
$294K 0.33%
19,563
+17,378
113
$294K 0.33%
12,834
+10,731
114
$289K 0.33%
5,648
+4,090
115
$289K 0.33%
+2,494
116
$285K 0.32%
+801
117
$282K 0.32%
439
-2,013
118
$282K 0.32%
+3,080
119
$275K 0.31%
+6,331
120
$263K 0.3%
866
+121
121
$263K 0.3%
2,192
-1,344
122
$261K 0.3%
11,960
-1,628
123
$253K 0.29%
+3,303
124
$252K 0.29%
1,377
-2,200
125
$251K 0.28%
+2,792
3 4
5
6 7