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
176
$30.6K 0.01%
2,690
-250
177
$29.2K 0.01%
225
-25
178
$29.2K 0.01%
209
179
$28.9K 0.01%
100
180
$28.8K 0.01%
+1,300
181
$28.8K 0.01%
350
182
$28.4K 0.01%
1,248
183
$28.3K 0.01%
+336
184
$27.8K 0.01%
+1,000
185
$27.4K 0.01%
612
+37
186
$27.3K 0.01%
91
187
$27K 0.01%
111
188
$26.4K 0.01%
+648
189
$25.6K 0.01%
140
190
$25.4K 0.01%
100
191
$24.2K 0.01%
110
-15
192
$24.2K 0.01%
60
193
$24.1K 0.01%
414
194
$24K 0.01%
138
195
$22.8K 0.01%
200
196
$22.6K 0.01%
105
+44
197
$22.6K 0.01%
167
198
$22K 0.01%
1,003
-500
199
$21.8K 0.01%
120
200
$21.7K 0.01%
140
6 7
8
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