FIM

FWL Investment Management Portfolio holdings

AUM $416M
1-Year Est. Return 53.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.56%
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
+$8.88M
2
+$4.72M
3
+$3.87M
4
ETN icon
Eaton
ETN
+$3.66M
5
CYBR
CyberArk
CYBR
+$3.3M

Top Sells

1
+$7.19M
2
+$5.49M
3
+$5.4M
4
NFE icon
New Fortress Energy
NFE
+$5.19M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$3.54M

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
126
$26.9K 0.01%
1,503
127
$26K 0.01%
+250
128
$24.4K 0.01%
119
129
$22.1K 0.01%
71
-20
130
$22K 0.01%
162
131
$21.8K 0.01%
2,250
-1,500
132
$21.8K 0.01%
155
+5
133
$21.5K 0.01%
785
-155
134
$21.2K 0.01%
749
-400
135
$21.2K 0.01%
22
136
$20.2K 0.01%
1,148
-525
137
$19.2K 0.01%
50
138
$18.9K 0.01%
416
+35
139
$18.8K 0.01%
45
140
$18.8K 0.01%
400
-87,391
141
$17.7K 0.01%
140
142
$17.6K 0.01%
119
143
$17.5K 0.01%
+156
144
$17K 0.01%
120
-580
145
$16.8K 0.01%
92
-39
146
$16.2K 0.01%
2
147
$15.9K 0.01%
247
-100
148
$14.4K 0.01%
230
149
$13.6K 0.01%
380
-20
150
$13.5K 0.01%
234
-142
4 5
6
7 8