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
101
$41.2K 0.02%
540
102
$40.2K 0.02%
295
-76
103
$36K 0.02%
+1,300
104
$34.9K 0.02%
+1,580
105
$34.2K 0.02%
390
-116
106
$34K 0.02%
96
+85
107
$33.8K 0.02%
335
-568
108
$33.2K 0.02%
3,750
-885
109
$33K 0.02%
300
110
$32.8K 0.02%
900
111
$32.6K 0.02%
+402
112
$32.4K 0.02%
293
+264
113
$31.5K 0.02%
600
114
$30.3K 0.02%
280
-1,800
115
$29.2K 0.02%
196
-282
116
$28.6K 0.02%
150
117
$28.4K 0.02%
284
-271
118
$28.1K 0.02%
1,673
+525
119
$27.9K 0.02%
+286
120
$27.6K 0.02%
1,503
121
$26.8K 0.02%
+1,149
122
$24.8K 0.01%
+91
123
$24.3K 0.01%
160
-30,090
124
$23.8K 0.01%
167
125
$22.8K 0.01%
940
-84
3 4
5
6 7