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
$172M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$6.78M
3
+$6.15M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.26M
5
LMT icon
Lockheed Martin
LMT
+$3.63M

Top Sells

1
+$6.32M
2
+$5.32M
3
+$4.57M
4
PSA icon
Public Storage
PSA
+$4.53M
5
XIFR
XPLR Infrastructure LP
XIFR
+$3.46M

Sector Composition

1 Technology 16.33%
2 Energy 11.83%
3 Real Estate 9.77%
4 Communication Services 5.58%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.79K ﹤0.01%
+83
177
$7.55K ﹤0.01%
242
+130
178
$7.33K ﹤0.01%
+71
179
$7.24K ﹤0.01%
+215
180
$7.1K ﹤0.01%
45
181
$6.98K ﹤0.01%
+138
182
$6.86K ﹤0.01%
+49
183
$6.24K ﹤0.01%
219
184
$6.22K ﹤0.01%
+112
185
$5.96K ﹤0.01%
200
186
$5.7K ﹤0.01%
135
-10
187
$5.48K ﹤0.01%
+360
188
$5.48K ﹤0.01%
121
189
$5.45K ﹤0.01%
+10
190
$5.41K ﹤0.01%
71
-554
191
$5.21K ﹤0.01%
20
-50
192
$5.1K ﹤0.01%
225
193
$4.91K ﹤0.01%
+66
194
$4.86K ﹤0.01%
+304
195
$4.69K ﹤0.01%
+32
196
$4.48K ﹤0.01%
+75
197
$4.34K ﹤0.01%
+43
198
$4.22K ﹤0.01%
56
199
$4.17K ﹤0.01%
42
+10
200
$4.12K ﹤0.01%
+25
6 7
8
9 10