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
276
$3.31K ﹤0.01%
17
277
$3.12K ﹤0.01%
3
278
$3.12K ﹤0.01%
10
-4,015
279
$2.81K ﹤0.01%
+100
280
$2.67K ﹤0.01%
+59
281
$2.58K ﹤0.01%
+34
282
$2.41K ﹤0.01%
+14
283
$2.39K ﹤0.01%
+67
284
$2.38K ﹤0.01%
18
285
$2.2K ﹤0.01%
3
286
$2.1K ﹤0.01%
22
287
$2.1K ﹤0.01%
115
288
$2.03K ﹤0.01%
+100
289
$2.01K ﹤0.01%
79
+40
290
$1.96K ﹤0.01%
+28
291
$1.94K ﹤0.01%
38
292
$1.91K ﹤0.01%
+8
293
$1.9K ﹤0.01%
115
294
$1.9K ﹤0.01%
20
295
$1.9K ﹤0.01%
25
296
$1.7K ﹤0.01%
12
-369
297
$1.67K ﹤0.01%
7
-236
298
$1.61K ﹤0.01%
16
299
$1.61K ﹤0.01%
+11
300
$1.6K ﹤0.01%
+7
10 11
12
13 14