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
$198M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$5.07M
3
+$4.31M
4
NVDA icon
NVIDIA
NVDA
+$4.23M
5
WMB icon
Williams Companies
WMB
+$2.57M

Top Sells

1
+$3.62M
2
+$2.89M
3
+$2.68M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$2.2M
5
AGNC icon
AGNC Investment
AGNC
+$1.84M

Sector Composition

1 Technology 21.23%
2 Energy 9.2%
3 Industrials 8.82%
4 Communication Services 5.91%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.49K ﹤0.01%
180
202
$6.36K ﹤0.01%
305
203
$6.09K ﹤0.01%
30
-10
204
$6.03K ﹤0.01%
60
205
$5.91K ﹤0.01%
140
+5
206
$5.8K ﹤0.01%
295
+45
207
$4.73K ﹤0.01%
53
208
$4.42K ﹤0.01%
78
209
$4.41K ﹤0.01%
304
210
$4.18K ﹤0.01%
105
211
$4.16K ﹤0.01%
+60
212
$4.08K ﹤0.01%
42
213
$3.37K ﹤0.01%
+50
214
$3.29K ﹤0.01%
18
215
$3.25K ﹤0.01%
49
216
$3.21K ﹤0.01%
41
217
$3.02K ﹤0.01%
+19
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$3K ﹤0.01%
60
219
$2.41K ﹤0.01%
+135
220
$1.85K ﹤0.01%
20
221
$1.48K ﹤0.01%
6
222
$1.44K ﹤0.01%
+16
223
$1.32K ﹤0.01%
+25
224
$970 ﹤0.01%
+10
225
$686 ﹤0.01%
+4
7 8
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