FIM
FWL Investment Management Portfolio holdings
AUM
$327M
This Quarter Return
+20.26%
1 Year Return
+32.47%
3 Year Return
+92.66%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.24%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$7.62M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$7.26M |
| 3 |
Alerian MLP ETF
AMLP
|
$5.87M |
| 4 |
Simon Property Group
SPG
|
$5.39M |
| 5 |
AGNC Investment
AGNC
|
$5.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.5% |
| 2 | Financials | 10.81% |
| 3 | Utilities | 10.34% |
| 4 | Consumer Discretionary | 8.58% |
| 5 | Communication Services | 8.37% |
