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
$181M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.83M
3
+$4.18M
4
URA icon
Global X Uranium ETF
URA
+$3.85M
5
CYBR icon
CyberArk
CYBR
+$3.54M

Top Sells

1
+$7.34M
2
+$5.87M
3
+$5.8M
4
NFE icon
New Fortress Energy
NFE
+$4.84M
5
FCX icon
Freeport-McMoran
FCX
+$4.11M

Sector Composition

1 Technology 17.86%
2 Industrials 8.67%
3 Energy 7.97%
4 Real Estate 6.32%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$102 ﹤0.01%
2
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3
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$64 ﹤0.01%
3
229
$51 ﹤0.01%
1
230
$46 ﹤0.01%
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