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
301
$1.57K ﹤0.01%
52
302
$1.56K ﹤0.01%
+22
303
$1.53K ﹤0.01%
+19
304
$1.51K ﹤0.01%
17
305
$1.5K ﹤0.01%
+3
306
$1.43K ﹤0.01%
+138
307
$1.43K ﹤0.01%
+7
308
$1.41K ﹤0.01%
+3
309
$1.36K ﹤0.01%
17
310
$1.3K ﹤0.01%
+5
311
$1.25K ﹤0.01%
+5
312
$1.18K ﹤0.01%
+7
313
$1.17K ﹤0.01%
+17
314
$1.15K ﹤0.01%
+5
315
$1.12K ﹤0.01%
+16
316
$1.11K ﹤0.01%
+11
317
$1.04K ﹤0.01%
+5
318
$970 ﹤0.01%
47
319
$875 ﹤0.01%
+15
320
$868 ﹤0.01%
+7
321
$795 ﹤0.01%
+6
322
$725 ﹤0.01%
15
323
$464 ﹤0.01%
+9
324
$167 ﹤0.01%
8
325
$44 ﹤0.01%
1
-2,872
11 12
13
14 15