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
$198M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$5.07M
3
+$4.31M
4
NVDA icon
NVIDIA
NVDA
+$4.23M
5
WMB icon
Williams Companies
WMB
+$2.57M

Top Sells

1
+$3.62M
2
+$2.89M
3
+$2.68M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$2.2M
5
AGNC icon
AGNC Investment
AGNC
+$1.84M

Sector Composition

1 Technology 21.23%
2 Energy 9.2%
3 Industrials 8.82%
4 Communication Services 5.91%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.8K 0.01%
310
+90
177
$12.7K 0.01%
+220
178
$12.6K 0.01%
+25
179
$12.6K 0.01%
380
180
$12.2K 0.01%
287
+29
181
$12.2K 0.01%
61
182
$12.1K 0.01%
21
183
$12.1K 0.01%
265
184
$12K 0.01%
+143
185
$11.6K 0.01%
150
186
$11.4K 0.01%
160
-361
187
$11.2K 0.01%
+25
188
$11.1K 0.01%
81
-195
189
$11K 0.01%
+25
190
$11K 0.01%
52
191
$10.9K 0.01%
75
-220
192
$10.2K 0.01%
200
193
$10.2K 0.01%
100
-20
194
$9.63K ﹤0.01%
180
195
$8.76K ﹤0.01%
56
196
$8.57K ﹤0.01%
135
+65
197
$7.82K ﹤0.01%
49
198
$7K ﹤0.01%
95
199
$6.94K ﹤0.01%
600
200
$6.76K ﹤0.01%
219
6 7
8
9 10