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

Top Buys

1 +$6.81M
2 +$6.06M
3 +$4.73M
4
IREN icon
Iris Energy
IREN
+$4.39M
5
NOW icon
ServiceNow
NOW
+$3.82M

Top Sells

1 +$11.4M
2 +$2.93M
3 +$2.41M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$1.8M
5
SCHW icon
Charles Schwab
SCHW
+$1.79M

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
QUBT icon
176
Quantum Computing Inc
QUBT
$2.85B
$32.6K 0.01%
+1,700
SO icon
177
Southern Company
SO
$97.9B
$32.1K 0.01%
350
INDA icon
178
iShares MSCI India ETF
INDA
$9.36B
$32.1K 0.01%
577
-740
SHAK icon
179
Shake Shack
SHAK
$3.99B
$31.6K 0.01%
225
CTAS icon
180
Cintas
CTAS
$78.7B
$31.2K 0.01%
140
OEF icon
181
iShares S&P 100 ETF
OEF
$29.2B
$30.4K 0.01%
100
FDN icon
182
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.32B
$29.9K 0.01%
111
DWAS icon
183
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$785M
$28.2K 0.01%
332
ASML icon
184
ASML
ASML
$527B
$28K 0.01%
35
CDNS icon
185
Cadence Design Systems
CDNS
$86.4B
$28K 0.01%
91
COIN icon
186
Coinbase
COIN
$65B
$28K 0.01%
80
XLRE icon
187
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.77B
$26.8K 0.01%
648
BSX icon
188
Boston Scientific
BSX
$131B
$26.2K 0.01%
+244
IBM icon
189
IBM
IBM
$286B
$25.1K 0.01%
85
HLI icon
190
Houlihan Lokey
HLI
$13.3B
$24.8K 0.01%
138
ITW icon
191
Illinois Tool Works
ITW
$76.4B
$24.7K 0.01%
100
PANW icon
192
Palo Alto Networks
PANW
$131B
$24.6K 0.01%
120
-61
VGSH icon
193
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$24.4K 0.01%
414
PNC icon
194
PNC Financial Services
PNC
$87.5B
$23.5K 0.01%
126
-54
EMR icon
195
Emerson Electric
EMR
$84B
$22K 0.01%
165
IYK icon
196
iShares US Consumer Staples ETF
IYK
$1.22B
$21.1K 0.01%
300
IWV icon
197
iShares Russell 3000 ETF
IWV
$18.6B
$21.1K 0.01%
60
AMAT icon
198
Applied Materials
AMAT
$259B
$20.5K 0.01%
112
GNRC icon
199
Generac Holdings
GNRC
$9.44B
$20K 0.01%
140
INFY icon
200
Infosys
INFY
$75.4B
$18.6K 0.01%
1,003