FIM

FWL Investment Management Portfolio holdings

AUM $416M
1-Year Est. Return 53.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.31M
3
+$4.83M
4
NOW icon
ServiceNow
NOW
+$3.5M
5
TEM
Tempus AI
TEM
+$3.25M

Top Sells

1
+$11.4M
2
+$2.19M
3
+$2.17M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.8M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

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
226
$10.5K ﹤0.01%
+15
227
$10.1K ﹤0.01%
+657
228
$10K ﹤0.01%
33
229
$10K ﹤0.01%
500
230
$9.72K ﹤0.01%
+69
231
$9.71K ﹤0.01%
61
232
$9.68K ﹤0.01%
49
233
$9.65K ﹤0.01%
195
234
$9.63K ﹤0.01%
+18
235
$9.33K ﹤0.01%
220
-70
236
$9.24K ﹤0.01%
87
237
$8.94K ﹤0.01%
100
238
$8.81K ﹤0.01%
+67
239
$8.51K ﹤0.01%
213
240
$8.46K ﹤0.01%
2,000
241
$8.18K ﹤0.01%
45
242
$7.98K ﹤0.01%
345
-205
243
$7.82K ﹤0.01%
+16
244
$7.8K ﹤0.01%
+26
245
$7.69K ﹤0.01%
+525
246
$7.44K ﹤0.01%
+101
247
$7.41K ﹤0.01%
219
248
$7.14K ﹤0.01%
+21
249
$7.08K ﹤0.01%
56
-15
250
$6.92K ﹤0.01%
+30
8 9
10
11 12