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
101
$42.8K 0.03%
11,683
102
$41K 0.03%
+150
103
$40.6K 0.03%
+95
104
$38.4K 0.03%
+506
105
$38.1K 0.03%
+730
106
$37.4K 0.03%
+540
107
$37.1K 0.02%
+7,323
108
$36.2K 0.02%
425
-22,667
109
$34.6K 0.02%
+93
110
$34.2K 0.02%
+919
111
$32K 0.02%
+600
112
$31.4K 0.02%
+319
113
$30.2K 0.02%
+900
114
$29.1K 0.02%
+300
115
$28.1K 0.02%
+634
116
$26.6K 0.02%
+1,024
117
$25.9K 0.02%
+287
118
$25.7K 0.02%
+1,503
119
$24.5K 0.02%
+568
120
$24.5K 0.02%
+150
121
$22.6K 0.02%
+1,000
122
$19.3K 0.01%
+131
123
$19.1K 0.01%
+280
124
$18.7K 0.01%
+239
125
$18.5K 0.01%
+167
3 4
5
6 7