FIM

FWL Investment Management Portfolio holdings

AUM $384M
1-Year Est. Return 51.51%
This Quarter Est. Return
1 Year Est. Return
+51.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$4.83M
3
+$4.18M
4
URA icon
Global X Uranium ETF
URA
+$3.85M
5
CYBR icon
CyberArk
CYBR
+$3.54M

Top Sells

1
+$7.34M
2
+$5.87M
3
+$5.8M
4
NFE icon
New Fortress Energy
NFE
+$4.84M
5
FCX icon
Freeport-McMoran
FCX
+$4.11M

Sector Composition

1 Technology 17.86%
2 Industrials 8.67%
3 Energy 7.97%
4 Real Estate 6.32%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.15%
14,483
+9,945
52
$239K 0.13%
3,307
+1,996
53
$227K 0.13%
1,650
+1,490
54
$227K 0.13%
1,246
+540
55
$202K 0.11%
969
56
$194K 0.11%
+11,900
57
$190K 0.1%
949
+130
58
$189K 0.1%
9,120
59
$164K 0.09%
5,092
+4,850
60
$156K 0.09%
1,860
61
$134K 0.07%
568
-5
62
$129K 0.07%
1,050
63
$128K 0.07%
5,492
-156,225
64
$127K 0.07%
10,530
-3,182
65
$127K 0.07%
2,100
66
$120K 0.07%
154
+42
67
$117K 0.06%
+1,937
68
$108K 0.06%
358
+108
69
$106K 0.06%
366
+89
70
$105K 0.06%
806
+258
71
$104K 0.06%
1,350
72
$96K 0.05%
546
-356
73
$95.5K 0.05%
1,950
-100
74
$91.5K 0.05%
8,000
-500
75
$86.2K 0.05%
70
1 2
3
4 5