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
151
$190K 0.22%
1,245
-156
152
$188K 0.21%
+2,960
153
$184K 0.21%
1,614
+901
154
$183K 0.21%
+7,928
155
$181K 0.21%
+22,648
156
$180K 0.2%
+3,074
157
$173K 0.2%
+1,707
158
$173K 0.2%
+1,659
159
$172K 0.2%
+823
160
$168K 0.19%
+1,935
161
$166K 0.19%
+5,111
162
$164K 0.19%
950
-8,423
163
$162K 0.18%
1,543
-2,782
164
$160K 0.18%
+1,738
165
$160K 0.18%
+386
166
$159K 0.18%
+12,649
167
$158K 0.18%
+2,172
168
$156K 0.18%
+3,936
169
$156K 0.18%
+3,636
170
$151K 0.17%
+2,097
171
$149K 0.17%
5,725
+4,751
172
$148K 0.17%
1,030
+366
173
$145K 0.16%
1,065
+718
174
$143K 0.16%
4,849
+3,117
175
$142K 0.16%
910
-568
5 6
7
8 9