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
$45.8M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$973K
3
+$891K
4
AAPL icon
Apple
AAPL
+$627K
5
BDX icon
Becton Dickinson
BDX
+$594K

Top Sells

1
+$1.42M
2
+$1.23M
3
+$1.22M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.19M
5
AIG icon
American International
AIG
+$1.14M

Sector Composition

1 Consumer Staples 13.57%
2 Healthcare 10.85%
3 Technology 8.17%
4 Consumer Discretionary 7.65%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K 0.04%
2,763
+2,594
177
$17K 0.04%
1,175
+993
178
$16K 0.03%
90
+67
179
$15K 0.03%
828
+748
180
$14K 0.03%
361
-5,518
181
$13K 0.03%
465
-2,078
182
$13K 0.03%
1,201
+1,051
183
$13K 0.03%
110
-632
184
$12K 0.03%
349
-346
185
$12K 0.03%
+156
186
$9K 0.02%
1,137
+227
187
$7K 0.02%
+301
188
$7K 0.02%
711
-31,101
189
$7K 0.02%
1,039
-8,814
190
$5K 0.01%
113
-9,657
191
$5K 0.01%
845
-879
192
$5K 0.01%
136
+30
193
$4K 0.01%
219
-2,303
194
$3K 0.01%
137
-79
195
$3K 0.01%
98
-2,118
196
$3K 0.01%
43
-1,977
197
$3K 0.01%
62
-4,731
198
$2K ﹤0.01%
49
-3,479
199
$2K ﹤0.01%
61
-3,294
200
$2K ﹤0.01%
140
-7,431
6 7
8
9 10