FIM
FWL Investment Management Portfolio holdings
AUM
$327M
This Quarter Return
+0.55%
1 Year Return
+32.47%
3 Year Return
+92.66%
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(-2%)
Cap. Flow
-$1.66M
Cap. Flow
% of AUM
-0.62%
Top 10 Holdings %
Top 10 Hldgs %
44.58%
Holding
335
New
26
Increased
64
Reduced
95
Closed
46
Top Buys
| 1 |
CACI
CACI
|
$5.01M |
| 2 |
Cheniere Energy
LNG
|
$3.94M |
| 3 |
Charles Schwab
SCHW
|
$3.79M |
| 4 |
Medtronic
MDT
|
$3.68M |
| 5 |
Eaton
ETN
|
$2.78M |
Top Sells
| 1 |
Lockheed Martin
LMT
|
$8.8M |
| 2 |
Datadog
DDOG
|
$7.82M |
| 3 |
iShares MSCI India ETF
INDA
|
$7.07M |
| 4 |
Emerson Electric
EMR
|
$3.96M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$2.39M |
Sector Composition
| 1 | Technology | 21.16% |
| 2 | Energy | 11.83% |
| 3 | Financials | 11.08% |
| 4 | Communication Services | 5.12% |
| 5 | Industrials | 4.73% |
