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
$261M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.83M
3
+$3.07M
4
HD icon
Home Depot
HD
+$2.87M
5
JPM icon
JPMorgan Chase
JPM
+$2.8M

Top Sells

1
+$6.15M
2
+$5.29M
3
+$4.47M
4
URA icon
Global X Uranium ETF
URA
+$3.93M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$551K

Sector Composition

1 Technology 22.2%
2 Industrials 9.39%
3 Energy 7.96%
4 Financials 7.53%
5 Communication Services 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22.3K 0.01%
+327
177
$22.2K 0.01%
140
178
$22K 0.01%
140
+11
179
$21.8K 0.01%
+138
180
$21.3K 0.01%
243
-6,272
181
$21.3K 0.01%
+131
182
$21.2K 0.01%
+300
183
$21.1K 0.01%
2,250
184
$20.9K 0.01%
+120
185
$20.5K 0.01%
120
186
$19.9K 0.01%
+137
187
$19.6K 0.01%
2
188
$19.5K 0.01%
+300
189
$19.4K 0.01%
65
190
$18.8K 0.01%
32
+11
191
$18.6K 0.01%
+169
192
$18.4K 0.01%
262
+213
193
$18.3K 0.01%
+188
194
$18.2K 0.01%
+70
195
$18.1K 0.01%
220
196
$18.1K 0.01%
+55
197
$18.1K 0.01%
+175
198
$17.9K 0.01%
+314
199
$17.9K 0.01%
+82
200
$17.9K 0.01%
+38
6 7
8
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