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
$113M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.79M
3 +$1.79M
4
DLTR icon
Dollar Tree
DLTR
+$1.76M
5
AMZN icon
Amazon
AMZN
+$1.54M

Top Sells

1 +$2.07M
2 +$1.85M
3 +$1.76M
4
DD icon
DuPont de Nemours
DD
+$1.7M
5
CSX icon
CSX Corp
CSX
+$1.66M

Sector Composition

1 Energy 16.64%
2 Consumer Discretionary 14.21%
3 Consumer Staples 10.78%
4 Financials 10.67%
5 Technology 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$288K 0.25%
5,272
-9,487
127
$288K 0.25%
+5,992
128
$282K 0.25%
+1,896
129
$282K 0.25%
+1,873
130
$281K 0.25%
12,117
+10,834
131
$281K 0.25%
3,387
+437
132
$271K 0.24%
+78,589
133
$267K 0.24%
3,551
+3,425
134
$266K 0.24%
+2,661
135
$264K 0.23%
11,229
-10,467
136
$261K 0.23%
7,359
-6,274
137
$253K 0.22%
4,404
-28,203
138
$252K 0.22%
3,512
-11,208
139
$251K 0.22%
2,986
+2,936
140
$248K 0.22%
3,621
+3,370
141
$242K 0.21%
14,000
+12,975
142
$241K 0.21%
6,139
-6,820
143
$241K 0.21%
1,797
+1,070
144
$235K 0.21%
+7,124
145
$235K 0.21%
8,431
-7,067
146
$233K 0.21%
3,105
-442
147
$229K 0.2%
4,639
+1,357
148
$226K 0.2%
7,560
-5,781
149
$225K 0.2%
2,218
-12,264
150
$221K 0.2%
5,507
-18,550