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
151
$13.2K 0.01%
155
-30
152
$11.7K 0.01%
356
+80
153
$11.7K 0.01%
68
-480
154
$11.7K 0.01%
258
+62
155
$11.6K 0.01%
+120
156
$11.6K 0.01%
+265
157
$11.3K 0.01%
81
158
$11K 0.01%
21
159
$10.8K 0.01%
150
160
$10.7K 0.01%
52
161
$10.7K 0.01%
230
162
$10.6K 0.01%
120
163
$10.4K 0.01%
450
-3,950
164
$10.3K 0.01%
61
165
$10.3K 0.01%
200
166
$10.1K 0.01%
600
167
$9.51K 0.01%
180
+42
168
$9.3K 0.01%
+250
169
$9.23K 0.01%
220
-31
170
$8.89K ﹤0.01%
+120
171
$8.83K ﹤0.01%
56
-140
172
$8.48K ﹤0.01%
49
173
$8.41K ﹤0.01%
40
-15
174
$8.07K ﹤0.01%
+65
175
$7.62K ﹤0.01%
45
5 6
7
8 9