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
Vanguard Small-Cap ETF
VB
$73.8B
| – | – |
-130
|
|
||
352
Vanguard Industrials ETF
VIS
$6.91B
| – | – |
-89
|
|
||
353
Vanguard Communication Services ETF
VOX
$6.25B
| – | – |
-115
|
|
||
|
ETH
354
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.43B
| – | – |
-15
|
|