FIM
FWL Investment Management Portfolio holdings
AUM
$384M
1-Year Est. Return
51.51%
1 Year Est. Return
+51.51%
AUM
$327M
AUM Growth
+$57.6M
(+21%)
Holding
354
Top Buys
| 1 | +$6.81M | |
| 2 | +$6.06M | |
| 3 | +$4.73M | |
| 4 |
Iris Energy
IREN
|
+$4.39M |
| 5 |
ServiceNow
NOW
|
+$3.82M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$2.93M | |
| 3 | +$2.41M | |
| 4 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
+$1.8M |
| 5 |
Charles Schwab
SCHW
|
+$1.79M |
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 | |
|---|---|---|---|---|---|---|
351
Builders FirstSource
BLDR
$10.6B
| – | – |
-239
|
|
||
352
Automatic Data Processing
ADP
$101B
| – | – |
-7
|
|
||
353
Adobe
ADBE
$133B
| – | – |
-6
|
|
||
354
Aecom
ACM
$15B
| – | – |
0
|
|