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
326
– –
-635
327
– –
-7
328
– –
-3
329
– –
-84
330
– –
-82
331
– –
-77
332
– –
-61
333
– –
-188
334
– –
-120
335
– –
-789
10 11 12 13
14