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
$269M
AUM Growth
-$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.94M
3
+$3.79M
4
MDT icon
Medtronic
MDT
+$3.68M
5
ETN icon
Eaton
ETN
+$2.78M

Top Sells

1
+$8.8M
2
+$7.82M
3
+$7.07M
4
EMR icon
Emerson Electric
EMR
+$3.96M
5
GDX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.08%
4,975
+457
77
$211K 0.08%
2,274
78
$206K 0.08%
2,297
+63
79
$199K 0.07%
2,012
-10
80
$186K 0.07%
902
-85
81
$184K 0.07%
+25,800
82
$180K 0.07%
16,000
+6,000
83
$174K 0.06%
1,040
+370
84
$163K 0.06%
7,367
-1,438
85
$162K 0.06%
5,681
+36
86
$160K 0.06%
2,222
+460
87
$159K 0.06%
1,607
88
$154K 0.06%
905
89
$154K 0.06%
1,809
90
$151K 0.06%
3,744
+1,932
91
$150K 0.06%
2,187
-108
92
$148K 0.05%
1,308
-125
93
$143K 0.05%
2,873
+822
94
$138K 0.05%
636
-35
95
$136K 0.05%
1,015
96
$133K 0.05%
3,512
+1,014
97
$127K 0.05%
518
-10
98
$123K 0.05%
768
+184
99
$121K 0.05%
217
+2
100
$121K 0.04%
146
+22
2 3
4
5 6