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
201
$18.2K 0.01%
45
202
$17.8K 0.01%
+200
203
$17.1K 0.01%
1,886
204
$16.9K 0.01%
300
205
$16.6K 0.01%
+100
206
$16.1K ﹤0.01%
50
-30
207
$16K ﹤0.01%
213
208
$15.6K ﹤0.01%
361
209
$15.2K ﹤0.01%
100
210
$14.2K ﹤0.01%
25
211
$14K ﹤0.01%
142
-25
212
$13.4K ﹤0.01%
30
-15
213
$13.2K ﹤0.01%
25
214
$12.7K ﹤0.01%
150
215
$12.6K ﹤0.01%
110
216
$12.5K ﹤0.01%
+357
217
$12.5K ﹤0.01%
198
-5
218
$12.1K ﹤0.01%
230
219
$11.8K ﹤0.01%
232
220
$11.6K ﹤0.01%
2
221
$11.4K ﹤0.01%
216
222
$11.3K ﹤0.01%
+751
223
$11.3K ﹤0.01%
44
+25
224
$11.2K ﹤0.01%
58
-522
225
$11.1K ﹤0.01%
+71
7 8
9
10 11