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
$261M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.83M
3
+$3.07M
4
HD icon
Home Depot
HD
+$2.87M
5
JPM icon
JPMorgan Chase
JPM
+$2.8M

Top Sells

1
+$6.15M
2
+$5.29M
3
+$4.47M
4
URA icon
Global X Uranium ETF
URA
+$3.93M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$551K

Sector Composition

1 Technology 22.2%
2 Industrials 9.39%
3 Energy 7.96%
4 Financials 7.53%
5 Communication Services 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.1K ﹤0.01%
135
-20
227
$12K ﹤0.01%
50
228
$11.9K ﹤0.01%
25
229
$11.8K ﹤0.01%
+176
230
$11.8K ﹤0.01%
81
231
$11.8K ﹤0.01%
141
+100
232
$11.8K ﹤0.01%
+232
233
$11.6K ﹤0.01%
75
234
$10.6K ﹤0.01%
+134
235
$10.5K ﹤0.01%
200
236
$10.4K ﹤0.01%
61
237
$10.2K ﹤0.01%
+500
238
$9.43K ﹤0.01%
+77
239
$9.33K ﹤0.01%
+195
240
$9.29K ﹤0.01%
49
241
$9.23K ﹤0.01%
+140
242
$9.22K ﹤0.01%
130
+80
243
$9K ﹤0.01%
+100
244
$8.47K ﹤0.01%
95
245
$8.25K ﹤0.01%
56
246
$8.06K ﹤0.01%
45
-59
247
$7.58K ﹤0.01%
150
-293
248
$7.39K ﹤0.01%
180
249
$7.06K ﹤0.01%
60
250
$6.75K ﹤0.01%
+101
8 9
10
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