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
201
$21K 0.01%
634
202
$19.7K 0.01%
300
203
$19.5K 0.01%
55
204
$19.1K 0.01%
223
-20
205
$18.7K 0.01%
262
206
$18.7K 0.01%
175
207
$18.7K 0.01%
81
208
$18.3K 0.01%
314
209
$18.2K 0.01%
112
210
$18K 0.01%
60
211
$17.9K 0.01%
1,886
212
$17.9K 0.01%
+80
213
$17.5K 0.01%
262
214
$17.5K 0.01%
300
215
$17.3K 0.01%
30
216
$17.2K 0.01%
700
-46
217
$16.9K 0.01%
131
218
$16.7K 0.01%
40
+15
219
$16.4K 0.01%
2
220
$16.2K 0.01%
310
221
$16K 0.01%
30
-8
222
$15.9K 0.01%
25
223
$15.7K 0.01%
22
224
$15.6K 0.01%
282
+63
225
$14.3K 0.01%
16
+3
7 8
9
10 11