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FWL INVESTMENT MANAGEMENT, LLC 13F portfolio summary

FWL INVESTMENT MANAGEMENT, LLC of FWL INVESTMENT MANAGEMENT, LLC has 346 current stock holdings with a reported portfolio value of $455.6M. The portfolio 1 year return is +36.06%. Top holdings include BSM (0.00%), CW (0.00%), BBCB (0.00%), AGG (0.00%), DWAS (0.00%).

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FWL INVESTMENT MANAGEMENT, LLC

FWL INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-03-31

FWL INVESTMENT MANAGEMENT, LLC runs FWL INVESTMENT MANAGEMENT, LLC and currently holds 346 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $455.56M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FWL INVESTMENT MANAGEMENT, LLC ranks #487 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FWL INVESTMENT MANAGEMENT, LLC's portfolio at FWL INVESTMENT MANAGEMENT, LLC has delivered returns of +36.06%. Their 3-year annualized return is +70.95%. Looking at the 5-year horizon, FWL INVESTMENT MANAGEMENT, LLC has achieved +68.88% annualized returns at FWL INVESTMENT MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+36.06%
#291/1000
3 Year
+70.95%
#468/1000
5 Year
+68.88%
#540/1000

Portfolio Value

$455.56M

Alpha Score

56.3

#487 of 1000

Holdings

346

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change