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
$63.5M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.2M
3
+$1.14M
4
ELV icon
Elevance Health
ELV
+$1.1M
5
HCA icon
HCA Healthcare
HCA
+$1.06M

Top Sells

1
+$1.35M
2
+$1.29M
3
+$1.25M
4
KHC icon
Kraft Heinz
KHC
+$1.22M
5
MDT icon
Medtronic
MDT
+$1.12M

Sector Composition

1 Healthcare 19.15%
2 Consumer Discretionary 15.87%
3 Technology 13.96%
4 Industrials 11.9%
5 Financials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$71K 0.11%
555
-1,848
177
$67K 0.11%
+476
178
$64K 0.1%
+674
179
$63K 0.1%
322
+302
180
$63K 0.1%
+595
181
$62K 0.1%
1,368
-348
182
$56K 0.09%
682
+619
183
$56K 0.09%
944
-348
184
$56K 0.09%
976
-5,038
185
$55K 0.09%
578
+477
186
$54K 0.09%
2,088
-1,926
187
$53K 0.08%
+750
188
$49K 0.08%
1,890
-2,162
189
$49K 0.08%
+633
190
$46K 0.07%
441
-891
191
$45K 0.07%
878
-122
192
$43K 0.07%
309
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193
$42K 0.07%
749
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194
$41K 0.06%
377
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195
$39K 0.06%
261
-2,307
196
$36K 0.06%
1,125
+1,082
197
$34K 0.05%
190
-2,642
198
$34K 0.05%
567
+306
199
$33K 0.05%
150
-492
200
$32K 0.05%
484
+457
6 7
8
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