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
$149M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.05M
3
+$2.85M
4
NFE icon
New Fortress Energy
NFE
+$2.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M

Top Sells

1
+$6.01M
2
+$4.4M
3
+$2.78M
4
PATH icon
UiPath
PATH
+$2.16M
5
SE icon
Sea Limited
SE
+$1.99M

Sector Composition

1 Technology 16.56%
2 Real Estate 14.62%
3 Energy 10.21%
4 Communication Services 6.13%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.38K 0.01%
+57
152
$7.11K ﹤0.01%
+45
153
$6.59K ﹤0.01%
+55
154
$6.48K ﹤0.01%
+200
155
$6.38K ﹤0.01%
+45
156
$6.31K ﹤0.01%
+45
157
$5.95K ﹤0.01%
+145
158
$5.86K ﹤0.01%
+200
159
$5.77K ﹤0.01%
+121
160
$5.41K ﹤0.01%
+219
161
$4.58K ﹤0.01%
+30
162
$4.24K ﹤0.01%
+225
163
$3.86K ﹤0.01%
+56
164
$3.38K ﹤0.01%
+112
165
$3.3K ﹤0.01%
+11
166
$3.01K ﹤0.01%
+32
167
$2.96K ﹤0.01%
+29
168
$2.87K ﹤0.01%
+18
169
$2.57K ﹤0.01%
+49
170
$2.52K ﹤0.01%
+60
171
$2.48K ﹤0.01%
+16
172
$2.36K ﹤0.01%
+30
173
$2.18K ﹤0.01%
+40
174
$2.16K ﹤0.01%
+38
175
$1.83K ﹤0.01%
+31
4 5 6
7
8