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
$261M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.83M
3
+$3.07M
4
HD icon
Home Depot
HD
+$2.87M
5
JPM icon
JPMorgan Chase
JPM
+$2.8M

Top Sells

1
+$6.15M
2
+$5.29M
3
+$4.47M
4
URA icon
Global X Uranium ETF
URA
+$3.93M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$551K

Sector Composition

1 Technology 22.2%
2 Industrials 9.39%
3 Energy 7.96%
4 Financials 7.53%
5 Communication Services 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33.3K 0.01%
+180
152
$31.6K 0.01%
350
+200
153
$31.5K 0.01%
1,066
154
$29.9K 0.01%
605
155
$28.8K 0.01%
140
156
$28.1K 0.01%
162
157
$27.9K 0.01%
60
158
$27.7K 0.01%
+100
159
$27.6K 0.01%
125
-40
160
$27.5K 0.01%
1,248
+100
161
$27.4K 0.01%
1,154
+44
162
$27.3K 0.01%
247
163
$27K 0.01%
575
-36
164
$26.9K 0.01%
177
165
$26.3K 0.01%
+200
166
$26.2K 0.01%
+100
167
$26K 0.01%
167
168
$25.8K 0.01%
250
169
$24.7K 0.01%
91
+20
170
$24.5K 0.01%
+414
171
$24.4K 0.01%
60
172
$23.7K 0.01%
+634
173
$23.5K 0.01%
111
174
$23.1K 0.01%
22
175
$22.6K 0.01%
+112
5 6
7
8 9