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
201
$16.3K 0.01%
112
202
$16.1K 0.01%
80
203
$14.9K 0.01%
160
204
$14.7K 0.01%
25
205
$14.7K 0.01%
100
206
$14.5K 0.01%
213
-49
207
$13.9K 0.01%
+587
208
$13.8K 0.01%
+80
209
$13.7K 0.01%
2,000
210
$13.7K 0.01%
550
-150
211
$13.6K 0.01%
290
-156
212
$12.7K ﹤0.01%
25
213
$12.7K ﹤0.01%
180
214
$12.6K ﹤0.01%
+220
215
$12.1K ﹤0.01%
1,886
216
$12K ﹤0.01%
230
+30
217
$11.7K ﹤0.01%
232
218
$11.4K ﹤0.01%
216
-774
219
$11.2K ﹤0.01%
203
-79
220
$11.1K ﹤0.01%
+291
221
$10K ﹤0.01%
49
222
$9.88K ﹤0.01%
500
223
$9.78K ﹤0.01%
150
224
$9.67K ﹤0.01%
110
225
$9.62K ﹤0.01%
+161
7 8
9
10 11