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
$113M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.73M
3
+$2M
4
BG icon
Bunge Global
BG
+$1.41M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$5.92M
2
+$5.24M
3
+$5.04M
4
B
Barrick Mining
B
+$4.76M
5
CMA icon
Comerica
CMA
+$4.48M

Sector Composition

1 Energy 14.23%
2 Financials 13.42%
3 Technology 10.01%
4 Healthcare 9.48%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-31,641
77
– –
-5,329
78
– –
-164,450
1 2 3
4