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
126
$246K 0.28%
944
-168
127
$242K 0.27%
+4,303
128
$242K 0.27%
+5,034
129
$240K 0.27%
4,862
+1,179
130
$238K 0.27%
2,728
+1,550
131
$236K 0.27%
+2,660
132
$230K 0.26%
+6,732
133
$230K 0.26%
+2,588
134
$229K 0.26%
6,111
+5,658
135
$229K 0.26%
+3,177
136
$224K 0.25%
2,608
+689
137
$221K 0.25%
+5,686
138
$220K 0.25%
+3,245
139
$219K 0.25%
1,016
+740
140
$216K 0.25%
+1,039
141
$216K 0.25%
1,155
+962
142
$215K 0.24%
5,721
-2,353
143
$210K 0.24%
2,361
+1,765
144
$208K 0.24%
3,439
+1,910
145
$204K 0.23%
+4,311
146
$203K 0.23%
2,067
-3,101
147
$200K 0.23%
2,728
+700
148
$200K 0.23%
13,366
+7,618
149
$191K 0.22%
+840
150
$190K 0.22%
+2,399
4 5
6
7 8