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
276
$1.87K ﹤0.01%
20
277
$1.86K ﹤0.01%
115
278
$1.81K ﹤0.01%
115
279
$1.56K ﹤0.01%
+52
280
$1.56K ﹤0.01%
16
281
$1.41K ﹤0.01%
17
282
$1.33K ﹤0.01%
17
283
$1.03K ﹤0.01%
+11
284
$981 ﹤0.01%
39
+25
285
$955 ﹤0.01%
47
286
$610 ﹤0.01%
15
287
$579 ﹤0.01%
+80
288
$258 ﹤0.01%
15
289
$192 ﹤0.01%
8
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291
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-54,704
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296
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297
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298
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-18,104
299
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-6,173
300
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-900
10 11
12
13 14