FIM

FWL Investment Management Portfolio holdings

AUM $384M
1-Year Est. Return 51.51%
This Quarter Est. Return
1 Year Est. Return
+51.51%
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
+$9.88M
2
+$4.83M
3
+$4.18M
4
URA icon
Global X Uranium ETF
URA
+$3.85M
5
CYBR icon
CyberArk
CYBR
+$3.54M

Top Sells

1
+$7.34M
2
+$5.87M
3
+$5.8M
4
NFE icon
New Fortress Energy
NFE
+$4.84M
5
FCX icon
Freeport-McMoran
FCX
+$4.11M

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
201
$3.49K ﹤0.01%
+65
202
$3.45K ﹤0.01%
18
203
$3.45K ﹤0.01%
+40
204
$3.27K ﹤0.01%
41
-15
205
$3.15K ﹤0.01%
60
206
$3.14K ﹤0.01%
49
207
$3K ﹤0.01%
+10
208
$2.79K ﹤0.01%
30
209
$2.02K ﹤0.01%
+110
210
$1.93K ﹤0.01%
25
211
$1.87K ﹤0.01%
20
212
$1.64K ﹤0.01%
+278
213
$1.5K ﹤0.01%
20
-51
214
$1.44K ﹤0.01%
3
-15
215
$1.36K ﹤0.01%
6
216
$959 ﹤0.01%
15
-24
217
$840 ﹤0.01%
300
218
$353 ﹤0.01%
14
-33
219
$323 ﹤0.01%
7
220
$287 ﹤0.01%
1
221
$239 ﹤0.01%
2
222
$187 ﹤0.01%
7
223
$184 ﹤0.01%
1
224
$166 ﹤0.01%
7
225
$156 ﹤0.01%
80
7 8
9
10 11