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
126
$79.1K 0.03%
2,116
127
$78.1K 0.03%
1,165
128
$76.5K 0.03%
310
129
$74.9K 0.03%
1,390
-750
130
$71.4K 0.03%
1,812
+55
131
$70.6K 0.03%
134
-17
132
$69.7K 0.03%
1,258
133
$67.8K 0.02%
574
+405
134
$67.5K 0.02%
+859
135
$67.1K 0.02%
450
136
$64.6K 0.02%
254
+184
137
$62.9K 0.02%
381
138
$62.4K 0.02%
120
139
$62K 0.02%
+115
140
$60.8K 0.02%
565
141
$56.5K 0.02%
1,171
142
$56.1K 0.02%
1,500
143
$55.8K 0.02%
+525
144
$55.8K 0.02%
528
145
$54K 0.02%
150
146
$52.2K 0.02%
+990
147
$50.5K 0.02%
151
148
$49.5K 0.02%
+1,950
149
$49.4K 0.02%
319
+182
150
$48.1K 0.02%
+1,055
4 5
6
7 8