FIM
FWL Investment Management Portfolio holdings
AUM
$327M
1-Year Est. Return
32.47%
1 Year Est. Return
+32.47%
AUM
$327M
AUM Growth
+$57.6M
(+21%)
Holding
354
Top Buys
| 1 | +$6.81M | |
| 2 | +$6.06M | |
| 3 | +$4.73M | |
| 4 |
Iris Energy
IREN
|
+$4.39M |
| 5 |
ServiceNow
NOW
|
+$3.82M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$2.93M | |
| 3 | +$2.41M | |
| 4 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
+$1.8M |
| 5 |
Charles Schwab
SCHW
|
+$1.79M |
Sector Composition
| 1 | Technology | 25.34% |
| 2 | Energy | 13.36% |
| 3 | Financials | 10.84% |
| 4 | Industrials | 5.64% |
| 5 | Communication Services | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Oracle
ORCL
$830B
| $16.2M | 4.96% |
74,136
-325
|
|
||
2
Microsoft
MSFT
$3.82T
| $15.7M | 4.8% |
31,556
+114
|
|
||
3
Cheniere Energy
LNG
$48.1B
| $15.7M | 4.8% |
64,374
-2,542
|
|
||
4
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $13.4M | 4.11% |
146,583
+74,233
|
|
||
5
Alphabet (Google) Class C
GOOG
$3.07T
| $13.4M | 4.11% |
75,762
-5,325
|
|
||
6
VanEck Gold Miners ETF
GDX
$22.8B
| $13.2M | 4.03% |
253,245
-30,961
|
|
||
7
SPDR Gold Trust
GLD
$135B
| $12.7M | 3.89% |
41,732
-3,470
|
|
||
8
Alerian MLP ETF
AMLP
$10B
| $12.4M | 3.79% |
253,365
+17,769
|
|
||
9
NVIDIA
NVDA
$4.46T
| $12.1M | 3.7% |
76,534
+2,948
|
|
||
10
CyberArk
CYBR
$24.8B
| $11.8M | 3.61% |
29,019
-588
|
|
||
11
Eaton
ETN
$145B
| $11.4M | 3.5% |
32,049
-1,043
|
|
||
12
Cameco
CCJ
$37.7B
| $11.3M | 3.47% |
152,795
+8,004
|
|
||
13
Williams Companies
WMB
$76.3B
| $10.2M | 3.13% |
163,044
-3,374
|
|
||
14
Amazon
AMZN
$2.27T
| $9.83M | 3.01% |
44,786
+5,462
|
|
||
15
ICICI Bank
IBN
$118B
| $9.23M | 2.82% |
274,236
-1,271
|
|
||
16
CACI
CACI
$11.3B
| $8.26M | 2.53% |
17,321
+3,671
|
|
||
17
AGNC Investment
AGNC
$10.5B
| $7.62M | 2.33% |
829,648
+196,941
|
|
||
18
Freeport-McMoran
FCX
$59.1B
| $6.5M | 1.99% |
149,872
+139,816
|
|
||
|
19
Iris Energy
IREN
$16.5B
| $5.98M | 1.83% |
410,763
+300,972
|
|
||
20
Apple
AAPL
$3.74T
| $5.31M | 1.63% |
25,889
-4,126
|
|
||
21
Oneok
OKE
$42.9B
| $4.86M | 1.49% |
59,525
+57,918
|
|
||
22
Medtronic
MDT
$123B
| $4.74M | 1.45% |
54,412
+13,448
|
|
||
|
TEM
23
Tempus AI
TEM
$15.2B
| $4.35M | 1.33% |
68,458
+56,717
|
|
||
24
JPMorgan Chase
JPM
$810B
| $4.32M | 1.32% |
14,896
-286
|
|
||
25
Berkshire Hathaway Class B
BRK.B
$1.06T
| $4.14M | 1.27% |
8,530
-70
|
|