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
126
$17.7K 0.01%
+111
127
$17.2K 0.01%
+1,148
128
$16.9K 0.01%
+30
129
$16.8K 0.01%
+95
130
$16.1K 0.01%
+70
131
$15.8K 0.01%
+429
132
$15.7K 0.01%
+190
133
$15.6K 0.01%
+130
134
$15.3K 0.01%
+140
135
$14.7K 0.01%
+60
136
$14.5K 0.01%
+240
137
$14.2K 0.01%
+400
138
$14.2K 0.01%
+195
139
$13.6K 0.01%
+45
140
$11.9K 0.01%
+215
141
$10.9K 0.01%
+120
142
$10.7K 0.01%
+165
143
$10.5K 0.01%
615
-126,197
144
$10.4K 0.01%
+211
145
$10.4K 0.01%
+286
146
$10.4K 0.01%
+256
147
$10.2K 0.01%
+600
148
$9.97K 0.01%
+200
149
$8.71K 0.01%
+21
150
$8.64K 0.01%
+183
4 5
6
7 8