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
$283M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.13M
3
+$1.99M
4
C icon
Citigroup
C
+$1.52M
5
VIPS icon
Vipshop
VIPS
+$1.42M

Top Sells

1
+$3.32M
2
+$3.32M
3
+$2.05M
4
HD icon
Home Depot
HD
+$1.92M
5
BIDU icon
Baidu
BIDU
+$1.65M

Sector Composition

1 Technology 16.08%
2 Healthcare 15.71%
3 Energy 14.77%
4 Industrials 10.96%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 1.36%
96,656
+3,203
27
$3.84M 1.36%
46,002
+1,480
28
$3.77M 1.33%
196,700
-10,444
29
$3.74M 1.32%
146,715
+4,326
30
$3.69M 1.3%
37,592
-7,042
31
$3.61M 1.27%
19,611
+741
32
$3.55M 1.25%
53,128
+1,770
33
$3.21M 1.13%
39,693
-254
34
$2.77M 0.98%
430,060
-44,390
35
$2.61M 0.92%
37,455
+730
36
$2.57M 0.91%
2,155
-220
37
$2.57M 0.91%
47,568
-1,244
38
$2.47M 0.87%
19,938
-1,857
39
$2.47M 0.87%
18,735
+1,610
40
$2.34M 0.83%
+18,629
41
$2.27M 0.8%
65,606
+2,806
42
$2.26M 0.8%
28,309
-3,863
43
$2.22M 0.78%
27,105
-312
44
$2.19M 0.77%
19,266
+369
45
$2.19M 0.77%
28,186
+345
46
$2.15M 0.76%
31,704
+240
47
$2.15M 0.76%
16,085
+113
48
$2.13M 0.75%
+22,660
49
$2.12M 0.75%
30,133
+265
50
$2.09M 0.74%
34,750
-13,600
1
2
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