FIM

FWL Investment Management Portfolio holdings

AUM $384M
1-Year Est. Return 51.51%
This Quarter Est. Return
1 Year Est. Return
+51.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$5.07M
3
+$4.31M
4
NVDA icon
NVIDIA
NVDA
+$4.23M
5
WMB icon
Williams Companies
WMB
+$2.57M

Top Sells

1
+$3.62M
2
+$2.89M
3
+$2.68M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$2.2M
5
AGNC icon
AGNC Investment
AGNC
+$1.84M

Sector Composition

1 Technology 21.23%
2 Energy 9.2%
3 Industrials 8.82%
4 Communication Services 5.91%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$627 ﹤0.01%
300
227
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+6
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$336 ﹤0.01%
7
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$45 ﹤0.01%
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