FIM

FWL Investment Management Portfolio holdings

AUM $327M
1-Year Est. Return 32.47%
This Quarter Est. Return
1 Year Est. Return
+32.47%
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 Sells

1 +$2.94M
2 +$2.38M
3 +$1.75M
4
PLUG icon
Plug Power
PLUG
+$850K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$789K

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