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
251
$6.88K ﹤0.01%
107
252
$6.53K ﹤0.01%
280
253
$6.47K ﹤0.01%
30
254
$6.37K ﹤0.01%
35
255
$6.11K ﹤0.01%
151
256
$6.07K ﹤0.01%
89
257
$6.07K ﹤0.01%
62
258
$5.97K ﹤0.01%
72
-23
259
$5.92K ﹤0.01%
+250
260
$5.83K ﹤0.01%
150
261
$5.75K ﹤0.01%
+26
262
$5.5K ﹤0.01%
84
-96
263
$5.41K ﹤0.01%
36
264
$4.91K ﹤0.01%
62
-3,133
265
$4.73K ﹤0.01%
6
266
$4.61K ﹤0.01%
178
267
$4.43K ﹤0.01%
62
-989
268
$4.37K ﹤0.01%
59
269
$4.04K ﹤0.01%
30
270
$3.98K ﹤0.01%
5
271
$3.9K ﹤0.01%
770
272
$3.73K ﹤0.01%
285
273
$3.62K ﹤0.01%
21
274
$3.58K ﹤0.01%
60
275
$3.54K ﹤0.01%
45
9 10
11
12 13