FIM

FWL Investment Management Portfolio holdings

AUM $327M
1-Year Est. Return 32.47%
This Quarter Est. Return
1 Year Est. Return
+32.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.05M
3
+$2.85M
4
NFE icon
New Fortress Energy
NFE
+$2.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M

Top Sells

1
+$6.01M
2
+$4.4M
3
+$2.78M
4
PATH icon
UiPath
PATH
+$2.16M
5
SE icon
Sea Limited
SE
+$1.99M

Sector Composition

1 Technology 16.56%
2 Real Estate 14.62%
3 Energy 10.21%
4 Communication Services 6.13%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.81K ﹤0.01%
+20
177
$1.7K ﹤0.01%
+70
178
$1.15K ﹤0.01%
+47
179
$1.07K ﹤0.01%
+300
180
$783 ﹤0.01%
+100
181
$686 ﹤0.01%
+15
182
$258 ﹤0.01%
+5
183
$227 ﹤0.01%
+1
184
$203 ﹤0.01%
+2
185
$168 ﹤0.01%
+7
186
$164 ﹤0.01%
+7
187
$161 ﹤0.01%
+1
188
$134 ﹤0.01%
+80
189
$131 ﹤0.01%
+1
190
$101 ﹤0.01%
+1
191
$84 ﹤0.01%
+2
192
$66 ﹤0.01%
+3
193
$53 ﹤0.01%
+3
194
$48 ﹤0.01%
+1
195
$44 ﹤0.01%
+1
4 5 6 7
8