Top 50 FWG Investments, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.73% | 28.2K | $16.9M | -3.14%(-915) | $414.75(+64.54%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.98% | 28.7K | $12.6M | +19.03%(+4.60K) | $72.80(+20.20%) | 2026-03-31 | |
| SCEC | CAPITOL SER TR | 3.93% | 246.4K | $6.2M | -2.87%(-7.29K) | $25.23(-1.11%) | 2026-03-31 | |
| DECU | AIM ETF PRODUCTS TRUST | 2.98% | 176.6K | $4.7M | +1.15%(+2.02K) | $26.19(+11.37%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.73% | 61.6K | $4.3M | -14.56%(-10.49K) | $52.35(+56.72%) | 2026-03-31 | |
| SIXO | AIM ETF PRODUCTS TRUST | 2.73% | 127.1K | $4.3M | +0.25%(+319) | $34.32(+3.35%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.7% | 17.1K | $4.2M | -2.75%(-482) | $170.16(+71.60%) | 2026-03-31 | |
| DECT | AIM ETF PRODUCTS TRUST | 2.23% | 98.9K | $3.5M | -0.57%(-565) | $31.21(+24.38%) | 2026-03-31 | |
| SEPT | AIM ETF PRODUCTS TRUST | 1.87% | 85.5K | $2.9M | -0.57%(-486) | $31.22(+18.49%) | 2026-03-31 | |
| IWX | ISHARES TR | 1.73% | 29.4K | $2.7M | -4.35%(-1.34K) | $69.36(+47.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.42% | +38.31% |
| Top 20 Holdings Unweighted | +9.92% | +32.81% |
Sign up free to track FWG Investments, LLC., compare funds side by side, and get alerts the moment positions change.