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
101
$119K 0.04%
367
-50
102
$119K 0.04%
1,933
-25
103
$117K 0.04%
203
+44
104
$113K 0.04%
422
+12
105
$113K 0.04%
1,547
+159
106
$113K 0.04%
1,500
107
$111K 0.04%
660
-680
108
$111K 0.04%
1,059
-36
109
$107K 0.04%
647
-9,423
110
$105K 0.04%
1,650
-200
111
$105K 0.04%
1,475
-1,216
112
$99K 0.04%
1,600
113
$96.9K 0.04%
1,065
+690
114
$96.8K 0.04%
70
115
$96.1K 0.04%
2,855
+262
116
$95.4K 0.04%
+3,500
117
$93.6K 0.03%
1,320
-56
118
$87.5K 0.03%
736
+171
119
$84.8K 0.03%
2,532
-297
120
$84.5K 0.03%
2,116
121
$84.5K 0.03%
2,162
-58
122
$82K 0.03%
604
-5
123
$80.7K 0.03%
300
124
$77.9K 0.03%
1,390
125
$77.6K 0.03%
450
3 4
5
6 7