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
$303M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.94M
3
+$2.71M
4
DIS icon
Walt Disney
DIS
+$2.5M
5
FIG
Fortress Investment Group Llc
FIG
+$2.46M

Top Sells

1
+$2.34M
2
+$2.04M
3
+$1.74M
4
C icon
Citigroup
C
+$1.52M
5
LNKD
LinkedIn Corporation
LNKD
+$1.38M

Sector Composition

1 Energy 17.9%
2 Technology 16.77%
3 Healthcare 14.34%
4 Industrials 9.54%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 1.36%
46,240
+238
27
$4.09M 1.35%
60,789
+1,054
28
$3.98M 1.31%
53,646
+518
29
$3.82M 1.26%
97,352
+696
30
$3.82M 1.26%
37,921
+329
31
$3.71M 1.22%
148,233
+1,518
32
$3.53M 1.16%
93,016
+1,411
33
$3.4M 1.12%
19,650
+39
34
$3.28M 1.08%
111,400
+99,624
35
$3.27M 1.08%
38,867
+1,412
36
$3.09M 1.02%
+106,712
37
$3.08M 1.01%
426,660
-3,400
38
$3.03M 1%
39,760
+67
39
$2.8M 0.92%
28,101
+5,441
40
$2.71M 0.9%
+87,863
41
$2.71M 0.89%
69,222
+3,616
42
$2.62M 0.86%
29,767
+1,458
43
$2.57M 0.85%
54,476
+15,730
44
$2.52M 0.83%
19,986
+48
45
$2.5M 0.83%
+29,165
46
$2.49M 0.82%
37,000
+2,250
47
$2.49M 0.82%
34,621
+6,818
48
$2.48M 0.82%
47,056
-512
49
$2.46M 0.81%
+331,373
50
$2.42M 0.8%
19,180
+445
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