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
251
$8.11K ﹤0.01%
56
252
$7.88K ﹤0.01%
45
253
$7.85K ﹤0.01%
+87
254
$6.91K ﹤0.01%
+90
255
$6.8K ﹤0.01%
+120
256
$6.79K ﹤0.01%
+71
257
$6.71K ﹤0.01%
280
258
$6.64K ﹤0.01%
+219
259
$6.63K ﹤0.01%
30
260
$6.56K ﹤0.01%
60
261
$5.8K ﹤0.01%
65
262
$5.75K ﹤0.01%
135
-5
263
$5.48K ﹤0.01%
53
264
$5.47K ﹤0.01%
+62
265
$5.3K ﹤0.01%
5
266
$5.23K ﹤0.01%
+96
267
$5.15K ﹤0.01%
151
268
$5.02K ﹤0.01%
36
269
$4.97K ﹤0.01%
+1
270
$4.71K ﹤0.01%
+5
271
$4.58K ﹤0.01%
65
272
$4.55K ﹤0.01%
178
273
$4.29K ﹤0.01%
29
274
$4.22K ﹤0.01%
+625
275
$4.16K ﹤0.01%
285
9 10
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