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
$327M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.31M
3
+$4.83M
4
NOW icon
ServiceNow
NOW
+$3.5M
5
TEM
Tempus AI
TEM
+$3.25M

Top Sells

1
+$11.4M
2
+$2.19M
3
+$2.17M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.8M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Sector Composition

1 Technology 25.34%
2 Energy 13.36%
3 Financials 10.84%
4 Industrials 5.64%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32.6K 0.01%
+1,700
177
$32.1K 0.01%
350
178
$32.1K 0.01%
577
-740
179
$31.6K 0.01%
225
180
$31.2K 0.01%
140
181
$30.4K 0.01%
100
182
$29.9K 0.01%
111
183
$28.2K 0.01%
332
184
$28K 0.01%
35
185
$28K 0.01%
91
186
$28K 0.01%
80
187
$26.8K 0.01%
648
188
$26.2K 0.01%
+244
189
$25.1K 0.01%
85
190
$24.8K 0.01%
138
191
$24.7K 0.01%
100
192
$24.6K 0.01%
120
-61
193
$24.4K 0.01%
414
194
$23.5K 0.01%
126
-54
195
$22K 0.01%
165
196
$21.1K 0.01%
300
197
$21.1K 0.01%
60
198
$20.5K 0.01%
112
199
$20K 0.01%
140
200
$18.6K 0.01%
1,003
6 7
8
9 10