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
176
$7.43K ﹤0.01%
+9
177
$6.97K ﹤0.01%
219
178
$6.76K ﹤0.01%
112
179
$6.71K ﹤0.01%
+150
180
$6.53K ﹤0.01%
+180
181
$6.49K ﹤0.01%
40
+8
182
$6.42K ﹤0.01%
105
-47
183
$6.35K ﹤0.01%
+305
184
$6.34K ﹤0.01%
+95
185
$6.18K ﹤0.01%
+60
186
$5.95K ﹤0.01%
200
187
$5.74K ﹤0.01%
135
188
$5.44K ﹤0.01%
250
+25
189
$5.42K ﹤0.01%
+35
190
$5.31K ﹤0.01%
+100
191
$4.95K ﹤0.01%
41
-30
192
$4.74K ﹤0.01%
+95
193
$4.66K ﹤0.01%
+78
194
$4.62K ﹤0.01%
304
195
$4.55K ﹤0.01%
53
-50
196
$4.43K ﹤0.01%
+70
197
$4.11K ﹤0.01%
42
198
$3.98K ﹤0.01%
105
-110
199
$3.9K ﹤0.01%
15
200
$3.89K ﹤0.01%
+185
6 7
8
9 10