FWCM

First Western Capital Management Portfolio holdings

AUM $4.71M
1-Year Est. Return 11.17%
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.23M
3
+$6.94M
4
ELS icon
Equity Lifestyle Properties
ELS
+$6.05M
5
AMT icon
American Tower
AMT
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.85%
2 Healthcare 15.37%
3 Energy 14.37%
4 Industrials 9.29%
5 Real Estate 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 1.34%
+101,156
27
$3.87M 1.34%
+51,358
28
$3.73M 1.29%
+142,389
29
$3.7M 1.28%
+72,836
30
$3.69M 1.28%
+44,522
31
$3.53M 1.22%
+93,453
32
$3.38M 1.17%
+18,870
33
$3.32M 1.15%
+119,085
34
$3.32M 1.15%
+148,167
35
$3.15M 1.09%
+39,947
36
$2.93M 1.01%
+21,795
37
$2.76M 0.96%
+2,375
38
$2.72M 0.94%
+48,812
39
$2.64M 0.92%
+48,350
40
$2.51M 0.87%
+474,450
41
$2.37M 0.82%
+32,172
42
$2.32M 0.81%
+36,725
43
$2.23M 0.77%
+31,464
44
$2.21M 0.77%
+15,972
45
$2.2M 0.76%
+18,897
46
$2.13M 0.74%
+27,841
47
$2.08M 0.72%
+62,800
48
$2.06M 0.72%
+27,417
49
$2.05M 0.71%
+52,328
50
$2.04M 0.71%
+24,764
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