FI

FWG Investments Portfolio holdings

AUM $132M
1-Year Est. Return 13.98%
This Quarter Est. Return
1 Year Est. Return
+13.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.04%
2 Consumer Discretionary 4.2%
3 Financials 2.44%
4 Healthcare 1.81%
5 Consumer Staples 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-55,350
127
-26,402
128
-11,141