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
26
$3.57M 1.3%
39,557
-442
27
$3.05M 1.11%
7,829
+413
28
$2.83M 1.03%
3,084
+208
29
$2.69M 0.98%
100,391
+89,489
30
$2.34M 0.85%
+238,526
31
$2.13M 0.78%
4,211
+153
32
$2.12M 0.77%
+26,032
33
$2.01M 0.73%
5,724
+301
34
$2M 0.73%
6,344
+29
35
$1.86M 0.68%
6,718
+343
36
$1.79M 0.65%
6,173
+52
37
$1.75M 0.64%
10,449
+840
38
$1.66M 0.61%
5,734
+300
39
$1.64M 0.6%
2,794
-324
40
$1.56M 0.57%
8,284
+811
41
$1.53M 0.56%
5,810
+400
42
$1.52M 0.55%
3,775
43
$1.49M 0.54%
14,961
+518
44
$1.46M 0.53%
10,070
-99
45
$1.4M 0.51%
28,266
46
$1.4M 0.51%
74,829
+3,288
47
$1.31M 0.48%
8,639
+251
48
$1.31M 0.48%
6,223
+18
49
$1.25M 0.45%
4,790
+431
50
$1.18M 0.43%
13,976
-36,244
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2
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