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
$136M
AUM Growth
+$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.03M
3
+$2.91M
4
SE icon
Sea Limited
SE
+$2.81M
5
EXPE icon
Expedia Group
EXPE
+$2.4M

Top Sells

1
+$3.46M
2
+$3M
3
+$2.16M
4
AMN icon
AMN Healthcare
AMN
+$1.97M
5
FANG icon
Diamondback Energy
FANG
+$945K

Sector Composition

1 Technology 12.5%
2 Financials 9.13%
3 Consumer Staples 7.47%
4 Utilities 6.55%
5 Energy 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$123K 0.09%
1,050
-25
52
$113K 0.08%
582
53
$65.1K 0.05%
749
+480
54
$54.8K 0.04%
10,000
55
$52.9K 0.04%
409
-1,060
56
$42.8K 0.03%
+11,683
57
$36K 0.03%
900
58
$31.9K 0.02%
649
+400
59
$20K 0.01%
807
+14
60
$17.7K 0.01%
290
61
$16.9K 0.01%
95
-40
62
$14.1K 0.01%
60
63
$13.7K 0.01%
215
64
$10.7K 0.01%
158
65
$10.6K 0.01%
+71
66
$6.51K ﹤0.01%
45
67
$4K ﹤0.01%
56
68
$3.19K ﹤0.01%
32
69
$2.86K ﹤0.01%
18
70
$2.42K ﹤0.01%
30
-50
71
$1.27K ﹤0.01%
15
72
$1.21K ﹤0.01%
11
+10
73
$1.19K ﹤0.01%
65
-50
74
$134 ﹤0.01%
1
75
– –
-50
1 2
3
4 5