GFWEX

G.F.W. Energy X Portfolio holdings

AUM $15.3M
1-Year Est. Return 35.07%
This Quarter Est. Return
1 Year Est. Return
-35.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
-$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$15.6M

Sector Composition

1 Real Estate 61.3%
2 Energy 38.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$262M 61.3%
21,200,084
2
$166M 38.7%
10,467,158
3
-427,305