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
1
$14.4M 5.23%
75,402
+2,258
2
$13.3M 4.83%
31,462
+1,032
3
$11.7M 4.26%
200,465
+6,816
4
$11.4M 4.15%
336,262
+12,300
5
$10.7M 3.9%
49,887
+492
6
$10.4M 3.8%
216,907
+59,122
7
$10.2M 3.72%
42,270
+7,615
8
$10M 3.65%
30,078
+6,826
9
$9.16M 3.33%
54,944
+344
10
$8.8M 3.2%
18,104
+970
11
$8.71M 3.17%
64,857
+12,968
12
$8.29M 3.02%
277,784
+4,893
13
$7.97M 2.9%
147,205
+2,326
14
$7.83M 2.85%
31,262
+410
15
$7.82M 2.84%
54,704
+3,474
16
$7.58M 2.76%
22,852
+1,643
17
$7.3M 2.66%
138,634
+1,258
18
$6.49M 2.36%
29,579
+9,687
19
$5.48M 1.99%
106,596
+5,502
20
$5.15M 1.87%
56,286
+22,882
21
$4.88M 1.78%
9,549
+667
22
$4.82M 1.75%
523,521
-326,127
23
$4.5M 1.64%
36,320
-285
24
$3.94M 1.44%
8,699
+261
25
$3.63M 1.32%
15,144
+395
1
2 3 4 5