FI
FWG Investments Portfolio holdings
AUM
$132M
This Quarter Return
+10.57%
1 Year Return
+13.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$80.5M
AUM Growth
–
Cap. Flow
+$80.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.69%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$15.5M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$3.63M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.27M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.91M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$2.52M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.79% |
| 2 | Consumer Discretionary | 5.15% |
| 3 | Financials | 2.13% |
| 4 | Healthcare | 2.04% |
| 5 | Consumer Staples | 1.16% |
