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
126
$46.3K 0.02%
239
127
$45.3K 0.02%
+56
128
$44K 0.02%
871
+273
129
$43.3K 0.02%
153
130
$43.3K 0.02%
+635
131
$43.2K 0.02%
2,940
-145
132
$43K 0.02%
75
-22
133
$41.7K 0.02%
4,700
-2,050
134
$41.4K 0.02%
665
135
$39.9K 0.02%
353
+15
136
$39K 0.01%
+497
137
$38.9K 0.01%
+789
138
$38.9K 0.01%
735
-505
139
$38.3K 0.01%
+509
140
$38.1K 0.01%
+820
141
$38.1K 0.01%
334
+34
142
$37.6K 0.01%
+404
143
$37.4K 0.01%
324
+174
144
$37K 0.01%
362
145
$35.6K 0.01%
540
146
$35.2K 0.01%
+400
147
$35.1K 0.01%
150
148
$34K 0.01%
209
-156
149
$33.9K 0.01%
900
150
$33.5K 0.01%
1,503
4 5
6
7 8