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
251
$4.64K ﹤0.01%
+21
252
$4.62K ﹤0.01%
178
253
$4.58K ﹤0.01%
36
254
$4.38K ﹤0.01%
30
-1,061
255
$4.35K ﹤0.01%
285
256
$4.08K ﹤0.01%
5
257
$4.07K ﹤0.01%
770
+145
258
$3.98K ﹤0.01%
25
259
$3.91K ﹤0.01%
59
260
$3.8K ﹤0.01%
19
261
$3.68K ﹤0.01%
+6
262
$3.44K ﹤0.01%
45
-89
263
$3.4K ﹤0.01%
100
264
$3.4K ﹤0.01%
12
265
$3.35K ﹤0.01%
29
266
$3.27K ﹤0.01%
60
267
$3.17K ﹤0.01%
17
-1
268
$2.96K ﹤0.01%
+3
269
$2.3K ﹤0.01%
6
-69
270
$2.27K ﹤0.01%
18
271
$2.14K ﹤0.01%
+7
272
$2.1K ﹤0.01%
22
-43
273
$2.02K ﹤0.01%
+3
274
$1.95K ﹤0.01%
38
275
$1.9K ﹤0.01%
25
9 10
11
12 13