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
101
$266K 0.36%
1,064
-1,297
102
$261K 0.35%
1,991
-1,675
103
$257K 0.34%
+5,625
104
$251K 0.34%
607
+444
105
$244K 0.33%
+4,376
106
$244K 0.33%
1,864
+1,428
107
$240K 0.32%
1,232
-1,290
108
$238K 0.32%
+1,878
109
$238K 0.32%
+1,114
110
$237K 0.32%
+5,658
111
$233K 0.31%
+1,697
112
$233K 0.31%
697
+539
113
$232K 0.31%
+1,084
114
$230K 0.31%
+6,004
115
$228K 0.31%
+1,369
116
$226K 0.3%
519
+492
117
$220K 0.3%
+4,430
118
$219K 0.29%
+1,832
119
$213K 0.29%
8,534
-10,095
120
$209K 0.28%
12,350
+11,410
121
$206K 0.28%
+3,200
122
$206K 0.28%
+2,763
123
$197K 0.26%
+578
124
$193K 0.26%
3,422
+666
125
$191K 0.26%
+910