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
$65.1M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.15M
3 +$1.01M
4
BA icon
Boeing
BA
+$770K
5
AMT icon
American Tower
AMT
+$769K

Top Sells

1 +$2.09M
2 +$2.01M
3 +$1.89M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.88M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.74M

Sector Composition

1 Healthcare 17.34%
2 Industrials 14.41%
3 Financials 12.41%
4 Consumer Discretionary 11.15%
5 Technology 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$121K 0.19%
+2,910
152
$121K 0.19%
+3,548
153
$121K 0.19%
1,832
+1,758
154
$121K 0.19%
2,430
+2,371
155
$119K 0.18%
1,808
+1,796
156
$117K 0.18%
3,230
+1,529
157
$116K 0.18%
+1,126
158
$115K 0.18%
558
+338
159
$113K 0.17%
20,943
+5,262
160
$113K 0.17%
3,626
+3,080
161
$113K 0.17%
8,354
+8,234
162
$112K 0.17%
+2,732
163
$112K 0.17%
+1,603
164
$111K 0.17%
+9,057
165
$109K 0.17%
1,155
+1,045
166
$108K 0.17%
+1,139
167
$108K 0.17%
+687
168
$107K 0.16%
+1,100
169
$107K 0.16%
344
+291
170
$106K 0.16%
5,399
+4,171
171
$106K 0.16%
+6,032
172
$106K 0.16%
1,782
-13,597
173
$106K 0.16%
4,507
+1,339
174
$106K 0.16%
+380
175
$104K 0.16%
1,142
+963