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
$113M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.79M
3
+$1.79M
4
DLTR icon
Dollar Tree
DLTR
+$1.76M
5
AMZN icon
Amazon
AMZN
+$1.54M

Top Sells

1
+$2.07M
2
+$1.85M
3
+$1.76M
4
DD icon
DuPont de Nemours
DD
+$1.7M
5
CSX icon
CSX Corp
CSX
+$1.66M

Sector Composition

1 Energy 16.64%
2 Consumer Discretionary 14.21%
3 Consumer Staples 10.78%
4 Financials 10.67%
5 Technology 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32K 0.03%
488
-2,205
202
$32K 0.03%
383
+113
203
$31K 0.03%
586
-23,048
204
$28K 0.02%
524
-38,803
205
$28K 0.02%
765
+452
206
$27K 0.02%
856
+180
207
$26K 0.02%
340
-4,303
208
$25K 0.02%
440
+169
209
$25K 0.02%
+608
210
$24K 0.02%
483
-27,088
211
$20K 0.02%
136
-525
212
$20K 0.02%
1,109
-10,786
213
$19K 0.02%
+312
214
$18K 0.02%
154
-5,768
215
$17K 0.02%
+162
216
$16K 0.01%
267
-31
217
$16K 0.01%
149
-6,688
218
$15K 0.01%
201
-20,078
219
$15K 0.01%
281
-5,109
220
$14K 0.01%
378
-5,261
221
$14K 0.01%
399
-1
222
$14K 0.01%
374
-102
223
$14K 0.01%
283
-5,072
224
$14K 0.01%
76
-2,806
225
$13K 0.01%
1,404
-179,364
7 8
9
10 11