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
$198M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$5.07M
3
+$4.31M
4
NVDA icon
NVIDIA
NVDA
+$4.23M
5
WMB icon
Williams Companies
WMB
+$2.57M

Top Sells

1
+$3.62M
2
+$2.89M
3
+$2.68M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$2.2M
5
AGNC icon
AGNC Investment
AGNC
+$1.84M

Sector Composition

1 Technology 21.23%
2 Energy 9.2%
3 Industrials 8.82%
4 Communication Services 5.91%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.9K 0.01%
71
152
$21.3K 0.01%
+443
153
$21.1K 0.01%
2,250
154
$20.7K 0.01%
247
155
$20.6K 0.01%
785
156
$20.3K 0.01%
120
157
$19.3K 0.01%
+60
158
$19K 0.01%
+272
159
$18.5K 0.01%
140
160
$18.1K 0.01%
129
-26
161
$17.6K 0.01%
+468
162
$17.1K 0.01%
104
+59
163
$16.5K 0.01%
65
+50
164
$15.4K 0.01%
220
+100
165
$15.2K 0.01%
2
166
$15K 0.01%
150
+30
167
$14.7K 0.01%
+240
168
$14.5K 0.01%
+110
169
$14.5K 0.01%
112
-7
170
$14.1K 0.01%
+25
171
$13.6K 0.01%
229
-5
172
$13.5K 0.01%
155
173
$13.5K 0.01%
+50
174
$12.9K 0.01%
45
-321
175
$12.9K 0.01%
81
5 6
7
8 9