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
$172M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$6.78M
3
+$6.15M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.26M
5
LMT icon
Lockheed Martin
LMT
+$3.63M

Top Sells

1
+$6.32M
2
+$5.32M
3
+$4.57M
4
PSA icon
Public Storage
PSA
+$4.53M
5
XIFR
XPLR Infrastructure LP
XIFR
+$3.46M

Sector Composition

1 Technology 16.33%
2 Energy 11.83%
3 Real Estate 9.77%
4 Communication Services 5.58%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.5K 0.01%
230
-500
152
$11.1K 0.01%
+253
153
$11K 0.01%
55
-40
154
$10.9K 0.01%
120
-119
155
$10.7K 0.01%
286
156
$10.5K 0.01%
150
-15
157
$10.5K 0.01%
+81
158
$10.4K 0.01%
+35
159
$10.3K 0.01%
200
160
$10.2K 0.01%
21
161
$9.97K 0.01%
+132
162
$9.85K 0.01%
+52
163
$9.46K 0.01%
251
+51
164
$8.96K 0.01%
+152
165
$8.92K 0.01%
196
-60
166
$8.91K 0.01%
+25
167
$8.84K 0.01%
183
168
$8.82K 0.01%
+61
169
$8.74K 0.01%
138
+107
170
$8.52K 0.01%
+67
171
$8.5K 0.01%
+103
172
$8.43K ﹤0.01%
+18
173
$8.32K ﹤0.01%
+731
174
$8.05K ﹤0.01%
+53
175
$7.95K ﹤0.01%
+420
5 6
7
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