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
$198M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$5.07M
3
+$4.31M
4
NVDA icon
NVIDIA
NVDA
+$4.23M
5
WMB icon
Williams Companies
WMB
+$2.57M

Top Sells

1
+$3.62M
2
+$2.89M
3
+$2.68M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$2.2M
5
AGNC icon
AGNC Investment
AGNC
+$1.84M

Sector Composition

1 Technology 21.23%
2 Energy 9.2%
3 Industrials 8.82%
4 Communication Services 5.91%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85.2K 0.04%
737
+41
77
$82.4K 0.04%
4,145
+4,035
78
$78.7K 0.04%
+300
79
$75.8K 0.04%
295
-63
80
$75K 0.04%
+439
81
$70.7K 0.04%
650
+188
82
$69.5K 0.04%
300
83
$68.1K 0.03%
1,390
84
$66.5K 0.03%
65
+15
85
$66.4K 0.03%
120
+30
86
$65.2K 0.03%
457
-10
87
$65K 0.03%
565
+281
88
$63.4K 0.03%
+791
89
$63.3K 0.03%
+2,500
90
$63.3K 0.03%
365
-15
91
$62.4K 0.03%
+245
92
$61.6K 0.03%
450
93
$61.5K 0.03%
275
94
$60.4K 0.03%
+1,240
95
$60.3K 0.03%
1,150
96
$59.6K 0.03%
135
-15
97
$59.4K 0.03%
+360
98
$59.4K 0.03%
+190
99
$59.3K 0.03%
528
-278
100
$58.7K 0.03%
+550
2 3
4
5 6