Fwl Investment Management

Fwl Investment Management as of Dec. 31, 2020

Portfolio Holdings for Fwl Investment Management

Fwl Investment Management holds 49 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 5.8 $7.6M 2.3k 3256.95
Alphabet Cap Stk Cl C (GOOG) 5.5 $7.3M 4.1k 1751.81
Alps Etf Tr Alerian Mlp (AMLP) 4.5 $5.9M 229k 25.66
Simon Property (SPG) 4.1 $5.4M 63k 85.28
Agnc Invt Corp Com reit (AGNC) 4.1 $5.4M 343k 15.60
Atlantica Sustainable Infr P SHS (AY) 4.0 $5.3M 140k 37.98
Clearway Energy CL C (CWEN) 4.0 $5.2M 164k 31.93
Microsoft Corporation (MSFT) 4.0 $5.2M 24k 222.43
Apple (AAPL) 3.6 $4.7M 35k 132.70
Spdr Gold Tr Gold Shs (GLD) 3.5 $4.5M 26k 178.36
salesforce (CRM) 3.4 $4.5M 20k 222.53
Activision Blizzard 3.4 $4.5M 48k 92.85
Twilio Cl A (TWLO) 3.4 $4.5M 13k 338.53
Alliance Data Systems Corporation (BFH) 3.1 $4.1M 56k 74.10
Intercontinental Exchange (ICE) 3.1 $4.1M 36k 115.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $3.7M 73k 50.11
Visa Com Cl A (V) 2.8 $3.7M 17k 218.74
Unilever Spon Adr New (UL) 2.4 $3.1M 52k 60.35
Beazer Homes Usa Com New (BZH) 2.3 $3.0M 199k 15.15
Nextera Energy (NEE) 2.2 $3.0M 38k 77.14
Barrick Gold Corp (GOLD) 2.2 $2.9M 126k 22.78
Bunge 2.1 $2.8M 43k 65.57
Plug Power Com New (PLUG) 2.0 $2.7M 79k 33.91
Ishares Tr Nasdaq Biotech (IBB) 2.0 $2.6M 18k 151.52
Pgim Short Duration High Yie (ISD) 1.9 $2.5M 166k 15.00
Ishares Msci Sth Kor Etf (EWY) 1.9 $2.5M 29k 86.04
Ishares Tr Msci India Etf (INDA) 1.7 $2.3M 56k 40.22
Facebook Cl A (META) 1.7 $2.2M 8.1k 273.21
Elastic N V Ord Shs (ESTC) 1.6 $2.1M 15k 146.13
Icici Bank Adr (IBN) 1.4 $1.9M 126k 14.86
Invesco Van Kampen Senior Income Trust (VVR) 1.2 $1.6M 404k 3.98
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 1.0 $1.3M 9.8k 138.06
Blackrock Muni Intermediate Drtn Fnd (MUI) 1.0 $1.3M 86k 14.87
The Trade Desk Com Cl A (TTD) 0.9 $1.2M 1.5k 800.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $940k 3.9k 241.03
Pgim Global Short Duration H (GHY) 0.6 $822k 57k 14.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $807k 501k 1.61
Ishares Gold Trust Ishares 0.6 $725k 40k 18.12
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $565k 2.4k 232.89
Spdr Ser Tr Spdr Bloomberg (BIL) 0.4 $500k 500k 1.00
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $463k 75k 6.18
Vanguard Index Fds Growth Etf (VUG) 0.3 $393k 1.6k 253.55
Vanguard Index Fds Value Etf (VTV) 0.2 $314k 2.6k 118.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $298k 1.3k 231.91
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.2 $297k 8.2k 36.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $274k 874.00 313.50
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $251k 5.1k 49.34
Alphabet Cap Stk Cl A (GOOGL) 0.2 $230k 131.00 1755.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $201k 1.0k 194.58