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
$109M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.63M
3
+$1.56M
4
CSX icon
CSX Corp
CSX
+$1.54M
5
LUMN icon
Lumen
LUMN
+$1.51M

Top Sells

1
+$1.72M
2
+$1.49M
3
+$1.41M
4
MON
Monsanto Co
MON
+$1.4M
5
CMCSA icon
Comcast
CMCSA
+$1.37M

Sector Composition

1 Technology 15.43%
2 Financials 15.35%
3 Energy 13.18%
4 Consumer Discretionary 12.09%
5 Healthcare 12.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$205K 0.19%
2,573
-1,248
152
$199K 0.18%
+13,841
153
$194K 0.18%
4,311
+528
154
$191K 0.17%
+8,812
155
$187K 0.17%
5,639
+5,138
156
$181K 0.17%
5,948
+2,507
157
$173K 0.16%
2,224
-276
158
$173K 0.16%
11,895
-1,463
159
$172K 0.16%
1,886
+756
160
$160K 0.15%
2,693
+2,576
161
$147K 0.13%
+8,750
162
$146K 0.13%
10,033
-13,725
163
$141K 0.13%
+3,282
164
$136K 0.12%
6,720
+1,369
165
$131K 0.12%
9,359
-29,463
166
$127K 0.12%
993
-1,161
167
$125K 0.11%
2,394
-274
168
$110K 0.1%
1,730
+295
169
$98K 0.09%
+1,575
170
$98K 0.09%
+2,656
171
$94K 0.09%
2,690
+2,163
172
$92K 0.08%
+2,097
173
$91K 0.08%
4,528
-4,804
174
$90K 0.08%
2,914
+2,532
175
$90K 0.08%
2,933
-2,173
5 6
7
8 9