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
$149M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.29M
3
+$2.89M
4
EMR icon
Emerson Electric
EMR
+$2.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.24M

Top Sells

1
+$5.65M
2
+$4.46M
3
+$2.89M
4
SE icon
Sea Limited
SE
+$2.21M
5
AMN icon
AMN Healthcare
AMN
+$2.15M

Sector Composition

1 Technology 16.56%
2 Real Estate 14.62%
3 Energy 10.21%
4 Communication Services 6.13%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$129K 0.09%
+1,860
52
$124K 0.08%
210
-95
53
$119K 0.08%
12,000
-13,390
54
$117K 0.08%
7,480
-12,390
55
$113K 0.08%
+1,050
56
$112K 0.07%
+573
57
$112K 0.07%
+2,100
58
$102K 0.07%
+2,400
59
$97.7K 0.07%
903
-40,687
60
$92.7K 0.06%
+2,079
61
$86.4K 0.06%
+555
62
$82.1K 0.06%
+700
63
$80.6K 0.05%
+478
64
$80.2K 0.05%
+490
65
$78.6K 0.05%
+1,978
66
$77K 0.05%
+640
67
$75.9K 0.05%
+754
68
$71.9K 0.05%
+4,919
69
$71.3K 0.05%
+180
70
$70.1K 0.05%
+5,347
71
$69.6K 0.05%
+138
72
$68K 0.05%
+724
73
$66.4K 0.04%
+3,475
74
$65.3K 0.04%
+555
75
$65.2K 0.04%
+1,308
1 2
3
4 5