FIM

FWL Investment Management Portfolio holdings

AUM $327M
1-Year Est. Return 32.47%
This Quarter Est. Return
1 Year Est. Return
+32.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.4M
3
+$2.34M
4
CYBR icon
CyberArk
CYBR
+$2.27M
5
AMZN icon
Amazon
AMZN
+$2.13M

Top Sells

1
+$10.3M
2
+$3.05M
3
+$3M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.2M
5
AMD icon
Advanced Micro Devices
AMD
+$328K

Sector Composition

1 Technology 22.75%
2 Industrials 8.97%
3 Energy 8.96%
4 Financials 8.59%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
155
227
$13.8K 0.01%
2,000
-2,700
228
$13.6K 0.01%
341
-45
229
$13K ﹤0.01%
25
230
$12.9K ﹤0.01%
100
231
$12.5K ﹤0.01%
25
232
$11.8K ﹤0.01%
180
233
$11.7K ﹤0.01%
232
234
$11.2K ﹤0.01%
49
235
$11.1K ﹤0.01%
150
236
$10.7K ﹤0.01%
134
237
$10.7K ﹤0.01%
81
238
$10.7K ﹤0.01%
141
239
$10.5K ﹤0.01%
105
-30
240
$10.4K ﹤0.01%
15
-45
241
$10.4K ﹤0.01%
50
242
$10.3K ﹤0.01%
200
243
$9.83K ﹤0.01%
120
-100
244
$9.47K ﹤0.01%
500
245
$9.45K ﹤0.01%
49
246
$9.43K ﹤0.01%
+925
247
$9.37K ﹤0.01%
61
248
$8.59K ﹤0.01%
195
249
$8.34K ﹤0.01%
110
-38
250
$8.13K ﹤0.01%
+33
8 9
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