FIM

FWL Investment Management Portfolio holdings

AUM $416M
1-Year Est. Return 53.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.56%
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
+$5.25M
2
+$4.41M
3
+$2.8M
4
WMT icon
Walmart Inc
WMT
+$2.79M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.68M

Top Sells

1
+$5.99M
2
+$5.41M
3
+$4.41M
4
URA icon
Global X Uranium ETF
URA
+$3.69M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$561K

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%
486
-12,544
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
9 10