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
$95M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.6M
3 +$1.39M
4
MDLZ icon
Mondelez International
MDLZ
+$1.35M
5
HSY icon
Hershey
HSY
+$1.29M

Top Sells

1 +$1.44M
2 +$1.42M
3 +$1.38M
4
GLW icon
Corning
GLW
+$1.3M
5
NOC icon
Northrop Grumman
NOC
+$1.12M

Sector Composition

1 Financials 17.04%
2 Consumer Staples 12.26%
3 Technology 12.24%
4 Consumer Discretionary 11.81%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$158K 0.17%
1,088
-3,896
152
$153K 0.16%
1,336
+1,312
153
$151K 0.16%
782
+571
154
$150K 0.16%
1,626
+1,542
155
$149K 0.16%
405
+369
156
$146K 0.15%
2,367
+2,316
157
$140K 0.15%
2,201
+2,171
158
$138K 0.15%
2,416
-9,673
159
$123K 0.13%
518
-2,731
160
$120K 0.13%
1,163
+1,125
161
$118K 0.12%
3,672
+2,757
162
$117K 0.12%
5,125
+4,910
163
$116K 0.12%
6,468
+5,880
164
$112K 0.12%
7,957
-8,371
165
$111K 0.12%
767
-215
166
$108K 0.11%
+215
167
$107K 0.11%
1,307
-2,665
168
$106K 0.11%
1,448
-2,583
169
$104K 0.11%
679
-1,494
170
$104K 0.11%
652
-1,307
171
$101K 0.11%
437
+432
172
$100K 0.11%
2,435
-526
173
$98K 0.1%
4,566
+2,789
174
$98K 0.1%
4,490
+2,755
175
$93K 0.1%
1,876
+1,796