FIM
FWL Investment Management Portfolio holdings
AUM
$327M
1-Year Return
32.47%
This Quarter Return
+7.67%
1 Year Return
+32.47%
3 Year Return
+92.66%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$9.81M
(+5.7%)
Cap. Flow
+$909K
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
47.04%
Holding
292
New
32
Increased
52
Reduced
71
Closed
38
Top Buys
| 1 |
VanEck Gold Miners ETF
GDX
|
$9.88M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$4.83M |
| 3 |
Eaton
ETN
|
$4.18M |
| 4 |
Global X Uranium ETF
URA
|
$3.85M |
| 5 |
CyberArk
CYBR
|
$3.54M |
Top Sells
| 1 |
Annaly Capital Management
NLY
|
$7.34M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$5.87M |
| 3 |
Kenvue
KVUE
|
$5.8M |
| 4 |
New Fortress Energy
NFE
|
$4.84M |
| 5 |
Freeport-McMoran
FCX
|
$4.11M |
Sector Composition
| 1 | Technology | 17.86% |
| 2 | Industrials | 8.67% |
| 3 | Energy | 7.97% |
| 4 | Real Estate | 6.32% |
| 5 | Communication Services | 5.61% |
