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
101
$46.6K 0.03%
967
-112
102
$46.6K 0.03%
96
103
$46.6K 0.03%
1,163
+108
104
$45.5K 0.03%
92
-40
105
$45.3K 0.03%
151
+91
106
$45.1K 0.02%
11,683
107
$43.6K 0.02%
295
108
$42.8K 0.02%
+381
109
$40.7K 0.02%
404
-350
110
$37.9K 0.02%
276
-33
111
$37.3K 0.02%
390
112
$36.1K 0.02%
600
113
$35.7K 0.02%
280
114
$34.5K 0.02%
150
115
$34.3K 0.02%
335
116
$34.2K 0.02%
+177
117
$34.1K 0.02%
300
118
$34.1K 0.02%
706
+523
119
$33K 0.02%
284
120
$32.8K 0.02%
301
+8
121
$32.3K 0.02%
900
122
$32K 0.02%
1,280
-300
123
$29.6K 0.02%
167
124
$28K 0.02%
521
-3,113
125
$27K 0.01%
619
+315
3 4
5
6 7