FIM

FWL Investment Management Portfolio holdings

AUM $416M
1-Year Est. Return 53.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.31M
3
+$4.83M
4
NOW icon
ServiceNow
NOW
+$3.5M
5
TEM
Tempus AI
TEM
+$3.25M

Top Sells

1
+$11.4M
2
+$2.19M
3
+$2.17M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.8M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Sector Composition

1 Technology 25.34%
2 Energy 13.36%
3 Financials 10.84%
4 Industrials 5.64%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$83.6K 0.03%
616
+12
127
$82.6K 0.03%
450
128
$82.4K 0.03%
764
+28
129
$82.3K 0.03%
1,802
+234
130
$76K 0.02%
50
-20
131
$71.7K 0.02%
656
-403
132
$70.6K 0.02%
1,258
133
$70.2K 0.02%
125
134
$69.7K 0.02%
+4,585
135
$69.3K 0.02%
544
136
$68.8K 0.02%
310
137
$68K 0.02%
1,203
-187
138
$67.3K 0.02%
2,765
+2,440
139
$63.3K 0.02%
160
140
$63.1K 0.02%
478
141
$62.8K 0.02%
2,760
+315
142
$61.2K 0.02%
+2,312
143
$61K 0.02%
+684
144
$60.9K 0.02%
690
-375
145
$58.7K 0.02%
+2,391
146
$57.3K 0.02%
253
+53
147
$57.3K 0.02%
1,623
-909
148
$57K 0.02%
402
-300
149
$56.8K 0.02%
100
-15
150
$49.8K 0.02%
366
+32
4 5
6
7 8