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
76
$84.3K 0.05%
533
-22
77
$79.8K 0.04%
696
+10
78
$78.2K 0.04%
590
+420
79
$76.6K 0.04%
380
-224
80
$75K 0.04%
275
81
$72.2K 0.04%
150
-25
82
$68.4K 0.04%
1,390
-2,745
83
$68.3K 0.04%
300
84
$63.6K 0.04%
+462
85
$61.8K 0.03%
450
86
$60.7K 0.03%
4,345
-539
87
$60K 0.03%
467
+10
88
$57.9K 0.03%
303
+208
89
$55.5K 0.03%
110
-10
90
$54.2K 0.03%
1,150
91
$53.7K 0.03%
150
92
$52.3K 0.03%
90
-10
93
$51.6K 0.03%
540
94
$49.8K 0.03%
239
-35
95
$48.7K 0.03%
+607
96
$48.5K 0.03%
50
-20
97
$48.2K 0.03%
367
-58
98
$48.1K 0.03%
92
-3
99
$47.8K 0.03%
10,000
100
$47K 0.03%
1,126
-4,361
2 3
4
5 6