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
276
$3.94K ﹤0.01%
100
277
$3.65K ﹤0.01%
40
-130
278
$3.62K ﹤0.01%
59
-117
279
$3.57K ﹤0.01%
18
-48
280
$3.38K ﹤0.01%
40
-55
281
$3.17K ﹤0.01%
19
282
$3K ﹤0.01%
80
-215
283
$2.89K ﹤0.01%
60
284
$2.88K ﹤0.01%
12
285
$2.84K ﹤0.01%
65
-115
286
$2.33K ﹤0.01%
18
287
$2.04K ﹤0.01%
+115
288
$1.94K ﹤0.01%
38
289
$1.89K ﹤0.01%
15
-115
290
$1.87K ﹤0.01%
20
291
$1.81K ﹤0.01%
115
-20
292
$1.65K ﹤0.01%
25
293
$1.63K ﹤0.01%
16
294
$1.54K ﹤0.01%
17
295
$1.48K ﹤0.01%
17
296
$1.02K ﹤0.01%
48
297
$958 ﹤0.01%
47
298
$707 ﹤0.01%
10
299
$676 ﹤0.01%
15
-265
300
$472 ﹤0.01%
+15
10 11
12
13 14