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
51
$1.1M 0.4%
5,803
-74
52
$1.05M 0.38%
9,225
+502
53
$916K 0.33%
12,108
+3,067
54
$778K 0.28%
10,227
-1,526
55
$650K 0.24%
24,621
+2,865
56
$640K 0.23%
7,808
+6,538
57
$640K 0.23%
5,894
+681
58
$587K 0.21%
6,513
-114,005
59
$549K 0.2%
8,396
-1,315
60
$493K 0.18%
1,200
61
$475K 0.17%
7,739
-1,394
62
$468K 0.17%
25,579
+17,729
63
$467K 0.17%
6,310
+1,396
64
$462K 0.17%
2,730
+59
65
$433K 0.16%
697
+665
66
$419K 0.15%
5,534
+424
67
$395K 0.14%
6,999
+1,489
68
$280K 0.1%
1,572
69
$279K 0.1%
13,062
+11,908
70
$269K 0.1%
3,971
-1,652
71
$250K 0.09%
1,340
72
$236K 0.09%
+25,260
73
$235K 0.09%
2,274
74
$234K 0.09%
6,158
-1,213
75
$229K 0.08%
987
1 2
3
4 5