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
$269M
AUM Growth
-$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.94M
3
+$3.79M
4
MDT icon
Medtronic
MDT
+$3.68M
5
ETN icon
Eaton
ETN
+$2.78M

Top Sells

1
+$8.8M
2
+$7.82M
3
+$7.07M
4
EMR icon
Emerson Electric
EMR
+$3.96M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.39M

Sector Composition

1 Technology 21.16%
2 Energy 11.83%
3 Financials 11.08%
4 Communication Services 5.12%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.37K ﹤0.01%
61
227
$9.21K ﹤0.01%
2
+1
228
$9.08K ﹤0.01%
71
-10
229
$8.86K ﹤0.01%
33
230
$8.83K ﹤0.01%
195
231
$8.73K ﹤0.01%
87
232
$8.67K ﹤0.01%
+171
233
$8.34K ﹤0.01%
+435
234
$8.28K ﹤0.01%
93
-12
235
$8.17K ﹤0.01%
100
-41
236
$7.79K ﹤0.01%
45
237
$7.71K ﹤0.01%
95
-6,418
238
$7.68K ﹤0.01%
213
-421
239
$7.42K ﹤0.01%
60
240
$6.75K ﹤0.01%
+325
241
$6.71K ﹤0.01%
219
242
$6.59K ﹤0.01%
155
+20
243
$6.04K ﹤0.01%
107
-207
244
$5.99K ﹤0.01%
30
245
$5.88K ﹤0.01%
280
246
$5.8K ﹤0.01%
89
-173
247
$5.61K ﹤0.01%
62
248
$5.52K ﹤0.01%
+150
249
$5.5K ﹤0.01%
151
250
$5.35K ﹤0.01%
+35
8 9
10
11 12