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
$261M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.83M
3
+$3.07M
4
HD icon
Home Depot
HD
+$2.87M
5
JPM icon
JPMorgan Chase
JPM
+$2.8M

Top Sells

1
+$6.15M
2
+$5.29M
3
+$4.47M
4
URA icon
Global X Uranium ETF
URA
+$3.93M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$551K

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
201
$17.8K 0.01%
+310
202
$17.8K 0.01%
+84
203
$17.7K 0.01%
130
-170
204
$17.7K 0.01%
746
-39
205
$17.5K 0.01%
+30
206
$17.3K 0.01%
386
+76
207
$17.2K 0.01%
+262
208
$17.2K 0.01%
+61
209
$16.7K 0.01%
+49
210
$16.6K 0.01%
170
-465
211
$15.8K 0.01%
25
212
$15.4K 0.01%
+1,886
213
$15.2K 0.01%
+155
214
$14.4K 0.01%
81
215
$14.1K 0.01%
61
+55
216
$13.9K 0.01%
25
217
$13.7K 0.01%
100
218
$13.6K 0.01%
+49
219
$13.4K 0.01%
219
-10
220
$13.3K 0.01%
66
+48
221
$12.9K ﹤0.01%
25
222
$12.7K ﹤0.01%
+180
223
$12.5K ﹤0.01%
148
+38
224
$12.3K ﹤0.01%
295
-885
225
$12.3K ﹤0.01%
280
-7
7 8
9
10 11