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
126
$76.8K 0.03%
302
127
$74K 0.03%
750
+748
128
$72.5K 0.03%
1,258
129
$72.3K 0.03%
310
130
$72.1K 0.03%
702
-605
131
$71.7K 0.03%
478
-8,161
132
$71.2K 0.03%
1,568
+956
133
$69.7K 0.03%
1,051
-114
134
$68.5K 0.03%
125
-9
135
$68.1K 0.03%
580
-85
136
$67.8K 0.03%
1,317
-137,317
137
$65K 0.02%
544
-30
138
$59.6K 0.02%
160
+10
139
$59.1K 0.02%
115
140
$52.2K 0.02%
381
141
$51.3K 0.02%
1,500
142
$45.7K 0.02%
243
+138
143
$44.3K 0.02%
334
144
$42.2K 0.02%
388
+40
145
$42.1K 0.02%
153
146
$39.7K 0.01%
150
147
$39.5K 0.01%
324
148
$38.8K 0.01%
665
149
$37.9K 0.01%
1,000
150
$37.7K 0.01%
247
4 5
6
7 8