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
$198M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$5.07M
3
+$4.31M
4
NVDA icon
NVIDIA
NVDA
+$4.23M
5
WMB icon
Williams Companies
WMB
+$2.57M

Top Sells

1
+$3.62M
2
+$2.89M
3
+$2.68M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$2.2M
5
AGNC icon
AGNC Investment
AGNC
+$1.84M

Sector Composition

1 Technology 21.23%
2 Energy 9.2%
3 Industrials 8.82%
4 Communication Services 5.91%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40.4K 0.02%
318
-49
127
$39.2K 0.02%
10,000
128
$38.9K 0.02%
+665
129
$36.2K 0.02%
338
+37
130
$34.6K 0.02%
362
-28
131
$33.1K 0.02%
239
132
$32.2K 0.02%
177
133
$31.2K 0.02%
300
134
$30.5K 0.02%
150
135
$29.4K 0.01%
900
136
$29.1K 0.01%
605
-101
137
$28.9K 0.01%
598
-21
138
$28.5K 0.01%
165
-138
139
$28.4K 0.01%
1,066
-214
140
$28.2K 0.01%
162
141
$28.1K 0.01%
60
+15
142
$28K 0.01%
1,503
143
$27.4K 0.01%
611
+195
144
$24.7K 0.01%
167
145
$24.6K 0.01%
1,110
-4,382
146
$24.5K 0.01%
140
+72
147
$23.1K 0.01%
22
148
$22.7K 0.01%
111
-8
149
$22.5K 0.01%
250
150
$21.9K 0.01%
1,148
4 5
6
7 8