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
$165M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.38M
3
+$2.35M
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$1.56M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$867K

Top Sells

1
+$2.94M
2
+$2.47M
3
+$1.99M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$751K
5
MGNI icon
Magnite
MGNI
+$730K

Sector Composition

1 Technology 18.9%
2 Financials 13.34%
3 Real Estate 9.44%
4 Communication Services 9.41%
5 Utilities 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-17,540
1 2
3