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
$109M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.63M
3
+$1.56M
4
CSX icon
CSX Corp
CSX
+$1.54M
5
LUMN icon
Lumen
LUMN
+$1.51M

Top Sells

1
+$1.72M
2
+$1.49M
3
+$1.41M
4
MON
Monsanto Co
MON
+$1.4M
5
CMCSA icon
Comcast
CMCSA
+$1.37M

Sector Composition

1 Technology 15.43%
2 Financials 15.35%
3 Energy 13.18%
4 Consumer Discretionary 12.09%
5 Healthcare 12.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.02%
285
-13,294
202
$24K 0.02%
636
-25,660
203
$24K 0.02%
726
-24,350
204
$23K 0.02%
471
-4,729
205
$22K 0.02%
180
-1,733
206
$22K 0.02%
578
-20,014
207
$21K 0.02%
922
+1
208
$21K 0.02%
670
+233
209
$21K 0.02%
55,080
-3,540,200
210
$21K 0.02%
248
-4,570
211
$20K 0.02%
166
-51
212
$20K 0.02%
270
+24
213
$20K 0.02%
546
+44
214
$20K 0.02%
810
+288
215
$19K 0.02%
252
+9
216
$19K 0.02%
197
-316
217
$19K 0.02%
676
-9,730
218
$19K 0.02%
1,025
-13
219
$18K 0.02%
501
-19,295
220
$18K 0.02%
279
+134
221
$18K 0.02%
1,002
+780
222
$18K 0.02%
445
-223
223
$17K 0.02%
206
+99
224
$17K 0.02%
260
-490
225
$17K 0.02%
313
+7
7 8
9
10 11