FIM

FWL Investment Management Portfolio holdings

AUM $416M
1-Year Est. Return 53.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.74M
3
+$2.54M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$2.33M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.1M

Top Sells

1
+$11M
2
+$3.69M
3
+$3.18M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.25M
5
AMD icon
Advanced Micro Devices
AMD
+$391K

Sector Composition

1 Technology 22.75%
2 Industrials 8.97%
3 Energy 8.96%
4 Financials 8.58%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44.3K 0.02%
153
152
$43.1K 0.02%
144
-11
153
$41.4K 0.02%
665
154
$40.8K 0.01%
+24
155
$39.5K 0.01%
200
+38
156
$39.4K 0.01%
56
157
$39.3K 0.01%
457
158
$39.2K 0.01%
+115
159
$38.5K 0.01%
400
160
$37.8K 0.01%
334
161
$37.6K 0.01%
735
162
$37.2K 0.01%
348
-5
163
$36.9K 0.01%
404
164
$36.1K 0.01%
150
165
$36.1K 0.01%
820
166
$34.9K 0.01%
324
167
$34.7K 0.01%
180
168
$34.2K 0.01%
239
169
$33.7K 0.01%
900
170
$33.4K 0.01%
75
-15
171
$32.7K 0.01%
375
-1,750
172
$32.7K 0.01%
1,066
173
$32.6K 0.01%
440
-100
174
$31.4K 0.01%
247
175
$31.3K 0.01%
177
5 6
7
8 9