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

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