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
101
$131K 0.05%
1,762
+1,435
102
$126K 0.05%
1,095
-117
103
$126K 0.05%
215
+140
104
$123K 0.04%
+671
105
$116K 0.04%
1,958
106
$115K 0.04%
+10,000
107
$112K 0.04%
1,850
108
$102K 0.04%
2,593
+2,588
109
$101K 0.04%
2,829
-33,421
110
$101K 0.04%
2,498
+2,477
111
$100K 0.04%
1,500
-400
112
$99.1K 0.04%
2,051
+2,035
113
$98.6K 0.04%
1,376
114
$96.8K 0.04%
584
+444
115
$95.7K 0.03%
124
116
$95.4K 0.03%
302
+237
117
$93.1K 0.03%
159
+63
118
$91.7K 0.03%
+665
119
$89K 0.03%
300
120
$88.7K 0.03%
70
121
$84.8K 0.03%
2,220
+2,204
122
$84K 0.03%
1,740
-313
123
$83.7K 0.03%
1,388
124
$83.2K 0.03%
+1,600
125
$80.4K 0.03%
609
3 4
5
6 7