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
$327M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.31M
3
+$4.83M
4
NOW icon
ServiceNow
NOW
+$3.5M
5
TEM
Tempus AI
TEM
+$3.25M

Top Sells

1
+$11.4M
2
+$2.19M
3
+$2.17M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.8M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Sector Composition

1 Technology 25.34%
2 Energy 13.36%
3 Financials 10.84%
4 Industrials 5.64%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$47K 0.01%
18
152
$46.5K 0.01%
153
153
$45.2K 0.01%
1,000
154
$44.8K 0.01%
409
+316
155
$42.6K 0.01%
+329
156
$42.3K 0.01%
158
+8
157
$42.2K 0.01%
56
158
$42K 0.01%
383
-5
159
$41.2K 0.01%
665
160
$40.8K 0.01%
1,000
-500
161
$40.7K 0.01%
247
162
$39.9K 0.01%
400
163
$38.5K 0.01%
735
164
$38.4K 0.01%
557
+100
165
$38.2K 0.01%
324
166
$37.1K 0.01%
177
167
$36.5K 0.01%
1,430
+175
168
$36.1K 0.01%
1,248
169
$34.6K 0.01%
300
170
$34.4K 0.01%
440
171
$34.2K 0.01%
2,610
-65
172
$34.1K 0.01%
1,066
173
$34K 0.01%
+210
174
$33.6K 0.01%
320
175
$33.5K 0.01%
115
5 6
7
8 9