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

Top Buys

1
+$4.45M
2
+$3.05M
3
+$2.85M
4
NFE icon
New Fortress Energy
NFE
+$2.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M

Top Sells

1
+$6.01M
2
+$4.4M
3
+$2.78M
4
PATH icon
UiPath
PATH
+$2.16M
5
SE icon
Sea Limited
SE
+$1.99M

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
76
$64.6K 0.04%
+560
77
$62.1K 0.04%
+1,350
78
$62K 0.04%
+282
79
$59.1K 0.04%
+275
80
$59K 0.04%
+70
81
$58.5K 0.04%
+1,066
82
$56.6K 0.04%
+492
83
$56.1K 0.04%
+110
84
$53.3K 0.04%
+475
85
$52.5K 0.04%
10,000
86
$52.1K 0.04%
+1,348
87
$50.7K 0.03%
+250
88
$50.5K 0.03%
+4,219
89
$49.5K 0.03%
+450
90
$49.2K 0.03%
+625
91
$48.6K 0.03%
+1,450
92
$47.8K 0.03%
+371
93
$46.7K 0.03%
+87
94
$46.6K 0.03%
+1,150
95
$46.4K 0.03%
+4,635
96
$45.6K 0.03%
+90
97
$44.8K 0.03%
+300
98
$44.7K 0.03%
+300
99
$44.7K 0.03%
+1,010
100
$44.2K 0.03%
+4,100
2 3
4
5 6