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
76
$224K 0.08%
1,263
+150
77
$214K 0.08%
6,822
-2,455
78
$211K 0.08%
1,769
+889
79
$210K 0.08%
1,765
+1,403
80
$205K 0.07%
4,518
+3,647
81
$204K 0.07%
8,805
-15
82
$204K 0.07%
504
-35
83
$196K 0.07%
2,234
84
$196K 0.07%
2,022
-112
85
$186K 0.07%
3,773
+2,600
86
$169K 0.06%
13,944
-10,220
87
$161K 0.06%
1,607
88
$160K 0.06%
1,809
89
$158K 0.06%
+1,433
90
$158K 0.06%
1,307
-2,716
91
$157K 0.06%
+2,691
92
$157K 0.06%
905
93
$157K 0.06%
417
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94
$155K 0.06%
670
95
$155K 0.06%
5,645
96
$154K 0.06%
2,295
+1,583
97
$150K 0.05%
1,091
+1,016
98
$137K 0.05%
410
+100
99
$134K 0.05%
528
100
$133K 0.05%
1,015
2 3
4
5 6