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
$102M
AUM Growth
+$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.4M
3
+$1.15M
4
VLO icon
Valero Energy
VLO
+$1.06M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.03M

Top Sells

1
+$1.89M
2
+$1.74M
3
+$1.74M
4
KO icon
Coca-Cola
KO
+$1.7M
5
JPM icon
JPMorgan Chase
JPM
+$1.7M

Sector Composition

1 Technology 14.16%
2 Financials 14.15%
3 Consumer Discretionary 13.95%
4 Industrials 12.4%
5 Healthcare 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$176K 0.17%
1,252
-1,999
177
$174K 0.17%
9,853
+7,403
178
$173K 0.17%
5,932
+5,719
179
$172K 0.17%
2,543
+1,742
180
$168K 0.16%
1,554
-601
181
$167K 0.16%
6,951
+4,536
182
$167K 0.16%
8,603
+5,773
183
$165K 0.16%
2,620
+2,566
184
$165K 0.16%
571
-1,910
185
$162K 0.16%
8,653
+8,633
186
$162K 0.16%
909
-102
187
$158K 0.15%
6,411
+6,292
188
$158K 0.15%
962
+905
189
$154K 0.15%
263
+209
190
$154K 0.15%
5,096
-5,107
191
$153K 0.15%
8,983
-54,769
192
$152K 0.15%
7,571
+6,800
193
$150K 0.15%
705
-4,753
194
$148K 0.14%
+4,319
195
$145K 0.14%
931
+492
196
$144K 0.14%
4,467
-11,865
197
$142K 0.14%
5,296
+3,915
198
$137K 0.13%
12,514
+8,238
199
$135K 0.13%
4,706
+4,001
200
$135K 0.13%
642
-3,386
6 7
8
9 10