FIM

FWL Investment Management Portfolio holdings

AUM $384M
1-Year Est. Return 51.51%
This Quarter Est. Return
1 Year Est. Return
+51.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
-$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.94M
3
+$3.79M
4
MDT icon
Medtronic
MDT
+$3.68M
5
ETN icon
Eaton
ETN
+$2.78M

Top Sells

1
+$8.8M
2
+$7.82M
3
+$7.07M
4
EMR icon
Emerson Electric
EMR
+$3.96M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.39M

Sector Composition

1 Technology 21.16%
2 Energy 11.83%
3 Financials 11.08%
4 Communication Services 5.12%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.07%
3,054
-30
27
$2.87M 1.07%
247,377
+222,117
28
$2.77M 1.03%
7,548
-281
29
$2.23M 0.83%
97,140
-3,251
30
$2.13M 0.79%
6,087
-257
31
$2.11M 0.78%
4,025
-186
32
$1.97M 0.73%
6,516
-202
33
$1.8M 0.67%
24,527
-1,505
34
$1.74M 0.65%
10,223
-226
35
$1.72M 0.64%
5,517
-207
36
$1.66M 0.62%
5,616
-118
37
$1.51M 0.56%
25,616
-2,650
38
$1.49M 0.55%
5,458
-352
39
$1.46M 0.54%
4,688
-102
40
$1.37M 0.51%
73,024
-1,805
41
$1.32M 0.49%
7,591
-693
42
$1.29M 0.48%
2,290
-504
43
$1.28M 0.48%
3,550
-225
44
$1.28M 0.48%
15,169
+3,061
45
$1.25M 0.46%
14,394
+418
46
$1.16M 0.43%
+43,518
47
$1.12M 0.42%
5,799
-424
48
$937K 0.35%
12,973
+3,748
49
$922K 0.34%
5,963
+160
50
$884K 0.33%
29,773
+5,152
1
2
3 4 5