FIM
FWL Investment Management Portfolio holdings
AUM
$327M
1-Year Return
32.47%
This Quarter Return
+5.74%
1 Year Return
+32.47%
3 Year Return
+92.66%
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$62.7M
(+32%)
Cap. Flow
+$54M
Cap. Flow
% of AUM
20.68%
Top 10 Holdings %
Top 10 Hldgs %
41.03%
Holding
331
New
84
Increased
92
Reduced
44
Closed
26
Top Buys
| 1 |
Micron Technology
MU
|
$5.21M |
| 2 |
Cameco
CCJ
|
$4.83M |
| 3 |
Walmart
WMT
|
$3.07M |
| 4 |
Home Depot
HD
|
$2.87M |
| 5 |
JPMorgan Chase
JPM
|
$2.8M |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$6.15M |
| 2 |
EOG Resources
EOG
|
$5.29M |
| 3 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
$4.47M |
| 4 |
Global X Uranium ETF
URA
|
$3.93M |
| 5 |
Energy Select Sector SPDR Fund
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% |
