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
126
$22.2K 0.01%
119
+8
127
$22.1K 0.01%
131
128
$21.5K 0.01%
600
129
$21.1K 0.01%
+253
130
$20.8K 0.01%
376
-932
131
$20.3K 0.01%
+150
132
$20K 0.01%
1,000
133
$19.3K 0.01%
+22
134
$19K 0.01%
+170
135
$18.3K 0.01%
+45
136
$18.1K 0.01%
140
137
$17.6K 0.01%
381
-187
138
$17.3K 0.01%
50
+5
139
$17.2K 0.01%
230
-195
140
$16.8K 0.01%
+162
141
$16.7K 0.01%
+347
142
$16.4K 0.01%
60
143
$15.5K 0.01%
95
+50
144
$15.3K 0.01%
+152
145
$15K 0.01%
185
-95
146
$14.1K 0.01%
+119
147
$14K 0.01%
+2
148
$12.5K 0.01%
304
-125
149
$11.7K 0.01%
400
150
$11.6K 0.01%
+132
4 5
6
7 8