FIM

FWL Investment Management Portfolio holdings

AUM $416M
1-Year Est. Return 53.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.31M
3
+$4.83M
4
NOW icon
ServiceNow
NOW
+$3.5M
5
TEM
Tempus AI
TEM
+$3.25M

Top Sells

1
+$11.4M
2
+$2.19M
3
+$2.17M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.8M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Sector Composition

1 Technology 25.34%
2 Energy 13.36%
3 Financials 10.84%
4 Industrials 5.64%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.09%
+2,160
77
$301K 0.09%
14,061
-4,830
78
$295K 0.09%
+3,085
79
$286K 0.09%
5,702
+703
80
$267K 0.08%
10,042
+6,542
81
$237K 0.07%
1,295
-277
82
$228K 0.07%
1,804
83
$222K 0.07%
3,305
-610
84
$220K 0.07%
750
+23
85
$215K 0.07%
4,534
-441
86
$204K 0.06%
2,358
+136
87
$204K 0.06%
1,097
-162
88
$201K 0.06%
2,677
+490
89
$200K 0.06%
2,012
90
$197K 0.06%
+928
91
$186K 0.06%
1,700
-574
92
$179K 0.05%
849
+81
93
$178K 0.05%
7,300
-67
94
$170K 0.05%
4,239
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95
$170K 0.05%
3,891
+379
96
$162K 0.05%
1,759
-50
97
$162K 0.05%
5,500
-181
98
$158K 0.05%
1,734
-563
99
$147K 0.05%
518
100
$147K 0.04%
188
+42
2 3
4
5 6