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
$148M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.57M
3
+$3.31M
4
SLV icon
iShares Silver Trust
SLV
+$3.19M
5
BG icon
Bunge Global
BG
+$2.08M

Top Sells

1
+$4.54M
2
+$3.12M
3
+$2.88M
4
ESTC icon
Elastic
ESTC
+$2.12M
5
PLUG icon
Plug Power
PLUG
+$1.42M

Sector Composition

1 Technology 17.48%
2 Financials 12.53%
3 Utilities 11.31%
4 Real Estate 9.87%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-126,195
52
– –
-5,087
53
– –
-15,470
54
– –
-45,909
55
– –
-1,033
1 2
3