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Home > Institutional Investor > Fwl Investment Management, Llc > Profile

Instuitional Investor - Fwl Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Fwl Investment Management, Llc
Portfolio Value $269,162,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Cheniere Energy Inc.
 LNG 66,916 $15,484,317 5.75%
2.
Vaneck Vectors Etf Tr - ETF
 284,206 $13,064,940 4.85%
3.
Spdr Gold Trust
 GLD 45,202 $13,024,548 4.84%
4.
Alphabet Inc.
 GOOGL 81,087 $12,668,175 4.71%
5.
Alps Etf Trust
 235,596 $12,236,843 4.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)