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
251
$6.63K ﹤0.01%
30
252
$6.08K ﹤0.01%
140
253
$5.97K ﹤0.01%
65
-78
254
$5.92K ﹤0.01%
53
255
$5.75K ﹤0.01%
280
-15
256
$5.67K ﹤0.01%
151
-1,015
257
$5.35K ﹤0.01%
+19
258
$4.79K ﹤0.01%
25
-195
259
$4.75K ﹤0.01%
+36
260
$4.72K ﹤0.01%
+178
261
$4.7K ﹤0.01%
+100
262
$4.47K ﹤0.01%
+5
263
$4.3K ﹤0.01%
+285
264
$4.07K ﹤0.01%
65
-70
265
$3.79K ﹤0.01%
+29
266
$3.7K ﹤0.01%
+4
267
$3.58K ﹤0.01%
19
268
$3.19K ﹤0.01%
60
269
$3.04K ﹤0.01%
+12
270
$2.85K ﹤0.01%
+3
271
$2.57K ﹤0.01%
135
272
$2.38K ﹤0.01%
+18
273
$1.95K ﹤0.01%
+38
274
$1.91K ﹤0.01%
20
275
$1.79K ﹤0.01%
+16
9 10
11
12 13