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
$269M
AUM Growth
-$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.94M
3
+$3.79M
4
MDT icon
Medtronic
MDT
+$3.68M
5
ETN icon
Eaton
ETN
+$2.78M

Top Sells

1
+$8.8M
2
+$7.82M
3
+$7.07M
4
EMR icon
Emerson Electric
EMR
+$3.96M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.39M

Sector Composition

1 Technology 21.16%
2 Energy 11.83%
3 Financials 11.08%
4 Communication Services 5.12%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37.5K 0.01%
735
152
$36.6K 0.01%
115
153
$35.8K 0.01%
320
-208
154
$35.3K 0.01%
400
155
$35.3K 0.01%
1,248
156
$35.1K 0.01%
18
-6
157
$35.1K 0.01%
56
158
$34.8K 0.01%
705
-350
159
$33.2K 0.01%
1,066
160
$33.2K 0.01%
200
161
$32.2K 0.01%
350
162
$31.9K 0.01%
1,255
-695
163
$31.9K 0.01%
440
164
$31.7K 0.01%
457
165
$31.6K 0.01%
180
166
$31.2K 0.01%
2,445
+1,145
167
$30.9K 0.01%
181
+61
168
$30.5K 0.01%
2,675
-15
169
$30.2K 0.01%
177
170
$29.9K 0.01%
239
171
$28.8K 0.01%
+130
172
$28.8K 0.01%
140
173
$28.6K 0.01%
300
-225
174
$27.1K 0.01%
648
175
$27.1K 0.01%
100
5 6
7
8 9