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
$172M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$6.78M
3
+$6.15M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.26M
5
LMT icon
Lockheed Martin
LMT
+$3.63M

Top Sells

1
+$6.32M
2
+$5.32M
3
+$4.57M
4
PSA icon
Public Storage
PSA
+$4.53M
5
XIFR
XPLR Infrastructure LP
XIFR
+$3.46M

Sector Composition

1 Technology 16.33%
2 Energy 11.83%
3 Real Estate 9.77%
4 Communication Services 5.58%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$74.6K 0.04%
175
-5
77
$73K 0.04%
548
+73
78
$71.8K 0.04%
686
-38
79
$71.6K 0.04%
120
+10
80
$70.8K 0.04%
70
81
$69.5K 0.04%
132
-6
82
$68.3K 0.04%
10,000
83
$65.8K 0.04%
250
84
$65.3K 0.04%
112
+25
85
$58.6K 0.03%
1,200
+190
86
$57.8K 0.03%
450
87
$56.7K 0.03%
1,150
88
$56.2K 0.03%
300
89
$53.1K 0.03%
425
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90
$53.1K 0.03%
100
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91
$53K 0.03%
70
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92
$47.8K 0.03%
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93
$47.7K 0.03%
10,590
-57,977
94
$47.3K 0.03%
457
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95
$45.7K 0.03%
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96
$45.2K 0.03%
95
97
$44.9K 0.03%
150
98
$43.9K 0.03%
11,683
99
$42.5K 0.02%
1,055
-293
100
$42K 0.02%
309
-39,195
2 3
4
5 6