FWL INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1829231
Location

DALLAS, TX

346
Positions
$455.56M
Total AUM (reported)
5.04M
Total Shares

Allocation by class

TOTAL AUM$455.56M346 positions
STOCK$294.70M64.7%
ETF$138.42M30.4%
ADR$12.19M2.7%
REIT$10.11M2.2%
CEF$147.6K0.0%

Portfolio Concentration

Top 317.0%4–1028.0%11–2531.3%Rest23.8%TOP 1044.9%0%100%
Top 3$77.29M17.0%
4–10$127.44M28.0%
11–25$142.54M31.3%
Rest$108.29M23.8%

Top 3 weight

17.0%

Top 10 weight

44.9%

Voting Authority Distribution

Total shares with voting rights: 5.04M

Sole

Full voting authority

5.04M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole346
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings346
Rows:

CHENIERE ENERGY INC COM NEW

SOLE
Stock
Shares96.92K
TypeSH
Market value$27.50M
6.04%
Sole
96.91K
Shared
0.00
None
0.00

ALERIAN MLP ETF

SOLE
ETF
Shares474.25K
TypeSH
Market value$24.96M
5.48%
Sole
474.25K
Shared
0.00
None
0.00

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

SOLE
ETF
Shares270.95K
TypeSH
Market value$24.83M
5.45%
Sole
270.95K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL C

SOLE
Stock
Shares71.17K
TypeSH
Market value$20.42M
4.48%
Sole
71.17K
Shared
0.00
None
0.00

NVIDIA CORPORATION COM

SOLE
Stock
Shares114.91K
TypeSH
Market value$20.04M
4.40%
Sole
114.91K
Shared
0.00
None
0.00

WILLIAMS COS INC COM

SOLE
Stock
Shares261.58K
TypeSH
Market value$19.04M
4.18%
Sole
261.58K
Shared
0.00
None
0.00

MEDTRONIC PLC SHS

SOLE
Stock
Shares206.09K
TypeSH
Market value$17.86M
3.92%
Sole
206.09K
Shared
0.00
None
0.00

VANECK GOLD MINERS ETF

SOLE
ETF
Shares187.56K
TypeSH
Market value$17.21M
3.78%
Sole
187.56K
Shared
0.00
None
0.00

SPDR GOLD SHARES

SOLE
ETF
Shares39.32K
TypeSH
Market value$16.92M
3.71%
Sole
39.32K
Shared
0.00
None
0.00

ENTERGY CORP NEW COM

SOLE
Stock
Shares142K
TypeSH
Market value$15.96M
3.50%
Sole
142K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC COM

SOLE
Stock
Shares42.81K
TypeSH
Market value$14.46M
3.17%
Sole
42.81K
Shared
0.00
None
0.00

CAMECO CORP COM

SOLE
Stock
Shares129.65K
TypeSH
Market value$14.08M
3.09%
Sole
129.65K
Shared
0.00
None
0.00

GLOBAL X COPPER MINERS ETF

SOLE
ETF
Shares183.76K
TypeSH
Market value$14.03M
3.08%
Sole
183.76K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares37.02K
TypeSH
Market value$13.70M
3.01%
Sole
37.02K
Shared
0.00
None
0.00

LANDSTAR SYS INC COM

SOLE
Stock
Shares82.40K
TypeSH
Market value$13.21M
2.90%
Sole
82.40K
Shared
0.00
None
0.00

CACI INTL INC CL A

SOLE
Stock
Shares23.08K
TypeSH
Market value$12.55M
2.76%
Sole
23.08K
Shared
0.00
None
0.00

ICICI BANK LIMITED ADR

SOLE
ADR
Shares397.43K
TypeSH
Market value$10.29M
2.26%
Sole
397.43K
Shared
0.00
None
0.00

AGNC INVT CORP COM

SOLE
REIT
Shares922.58K
TypeSH
Market value$9.25M
2.03%
Sole
922.58K
Shared
0.00
None
0.00

UNITED RENTALS INC COM

SOLE
Stock
Shares9.93K
TypeSH
Market value$7.23M
1.59%
Sole
9.93K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
Stock
Shares24.34K
TypeSH
Market value$6.18M
1.36%
Sole
24.34K
Shared
0.00
None
0.00

ISHARES MSCI SOUTH KOREA ETF

SOLE
ETF
Shares48.65K
TypeSH
Market value$5.98M
1.31%
Sole
48.65K
Shared
0.00
None
0.00

QUALCOMM INC COM

SOLE
Stock
Shares45.48K
TypeSH
Market value$5.86M
1.29%
Sole
45.48K
Shared
0.00
None
0.00

IREN LIMITED ORDINARY SHARES

SOLE
Stock
Shares162.47K
TypeSH
Market value$5.57M
1.22%
Sole
162.47K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
Stock
Shares24.67K
TypeSH
Market value$5.14M
1.13%
Sole
24.67K
Shared
0.00
None
0.00

NVENT ELEC PLC SHS

SOLE
Stock
Shares42.27K
TypeSH
Market value$5.00M
1.10%
Sole
42.27K
Shared
0.00
None
0.00
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