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
$261M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.83M
3
+$3.07M
4
HD icon
Home Depot
HD
+$2.87M
5
JPM icon
JPMorgan Chase
JPM
+$2.8M

Top Sells

1
+$6.15M
2
+$5.29M
3
+$4.47M
4
URA icon
Global X Uranium ETF
URA
+$3.93M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$551K

Sector Composition

1 Technology 22.2%
2 Industrials 9.39%
3 Energy 7.96%
4 Financials 7.53%
5 Communication Services 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84.8K 0.03%
310
+15
102
$83.9K 0.03%
+310
103
$81.4K 0.03%
300
104
$78.4K 0.03%
1,165
-659
105
$77.4K 0.03%
+1,258
106
$74.6K 0.03%
151
+16
107
$74.2K 0.03%
120
108
$72.7K 0.03%
1,757
+695
109
$72.3K 0.03%
450
110
$66.7K 0.03%
528
111
$66.2K 0.03%
565
112
$58.2K 0.02%
3,150
-10,528
113
$57.8K 0.02%
+1,171
114
$56.5K 0.02%
1,500
-2,400
115
$56.4K 0.02%
155
+110
116
$56.3K 0.02%
1,173
+21
117
$55.1K 0.02%
448
-43,052
118
$55K 0.02%
96
119
$54.4K 0.02%
457
120
$54.2K 0.02%
150
121
$50.9K 0.02%
712
-86,070
122
$50K 0.02%
60
-5
123
$49.3K 0.02%
151
124
$47.6K 0.02%
381
125
$46.6K 0.02%
90
3 4
5
6 7