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
$269M
AUM Growth
-$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.94M
3
+$3.79M
4
MDT icon
Medtronic
MDT
+$3.68M
5
ETN icon
Eaton
ETN
+$2.78M

Top Sells

1
+$8.8M
2
+$7.82M
3
+$7.07M
4
EMR icon
Emerson Electric
EMR
+$3.96M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.39M

Sector Composition

1 Technology 21.16%
2 Energy 11.83%
3 Financials 11.08%
4 Communication Services 5.12%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26.1K 0.01%
546
-625
177
$25.9K 0.01%
332
-72
178
$24.8K 0.01%
100
179
$24.7K 0.01%
200
180
$24.7K 0.01%
111
181
$24.3K 0.01%
414
182
$23.2K 0.01%
35
+20
183
$23.1K 0.01%
91
184
$22.6K 0.01%
155
-54
185
$22.4K 0.01%
45
-75
186
$22.3K 0.01%
138
187
$22K 0.01%
89
-165
188
$21.8K 0.01%
45
-15
189
$21.5K 0.01%
300
190
$21.1K 0.01%
85
-25
191
$19.8K 0.01%
225
192
$19.1K 0.01%
60
-91
193
$18.3K 0.01%
1,003
194
$18.3K 0.01%
300
195
$18.1K 0.01%
165
-36,155
196
$17.7K 0.01%
140
197
$17.4K 0.01%
167
198
$17.1K 0.01%
115
-204
199
$16.6K 0.01%
345
-1,395
200
$16.4K 0.01%
361
+20
6 7
8
9 10