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
26
$3.82M 1.17%
18,595
+18,570
27
$3.51M 1.08%
35,937
-2,151
28
$3.2M 0.98%
35,124
-19,610
29
$3.16M 0.97%
3,192
+138
30
$3.13M 0.96%
25,399
+11,005
31
$3.08M 0.94%
8,404
+856
32
$3.06M 0.94%
23,841
+10,868
33
$2.82M 0.86%
266,158
+18,781
34
$2.74M 0.84%
4,964
-4,372
35
$2.34M 0.72%
17,195
+2,026
36
$1.99M 0.61%
5,606
-481
37
$1.94M 0.59%
6,695
+179
38
$1.81M 0.55%
11,381
+1,158
39
$1.76M 0.54%
6,017
+559
40
$1.72M 0.53%
5,768
+251
41
$1.68M 0.51%
5,957
+341
42
$1.66M 0.51%
7,802
+211
43
$1.63M 0.5%
35,017
+5,244
44
$1.57M 0.48%
25,216
-400
45
$1.43M 0.44%
5,133
+445
46
$1.42M 0.44%
3,350
-200
47
$1.38M 0.42%
72,505
-519
48
$1.34M 0.41%
1,817
+1,614
49
$1.31M 0.4%
4,133
+1,054
50
$1.24M 0.38%
1,998
-292
1
2
3 4 5