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
151
$219K 0.19%
2,598
+2,460
152
$218K 0.19%
25,455
-5,430
153
$208K 0.18%
+11,752
154
$204K 0.18%
+3,682
155
$200K 0.18%
+4,970
156
$198K 0.18%
5,302
+4,850
157
$198K 0.18%
5,919
-12,094
158
$196K 0.17%
+3,177
159
$195K 0.17%
2,235
-13,601
160
$183K 0.16%
+3,433
161
$179K 0.16%
+1,140
162
$173K 0.15%
11,456
-2,385
163
$171K 0.15%
+1,535
164
$170K 0.15%
3,516
+1,915
165
$166K 0.15%
2,841
-25,647
166
$166K 0.15%
+5,198
167
$166K 0.15%
+1,713
168
$164K 0.15%
10,628
+1,269
169
$162K 0.14%
4,569
+1,913
170
$161K 0.14%
+2,456
171
$155K 0.14%
1,319
-1,400
172
$142K 0.13%
2,120
-274
173
$136K 0.12%
+1,577
174
$135K 0.12%
2,590
+1,513
175
$134K 0.12%
+1,445
5 6
7
8 9