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
$339M
AUM Growth
+$866K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.06M
3
+$3.01M
4
ABBV icon
AbbVie
ABBV
+$2.37M
5
LFUS icon
Littelfuse
LFUS
+$2.22M

Top Sells

1
+$3.79M
2
+$2.88M
3
+$1.9M
4
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$1.71M
5
SDLP
SEADRILL PARTNERS LLC
SDLP
+$1.69M

Sector Composition

1 Healthcare 17.72%
2 Technology 16.3%
3 Energy 10.03%
4 Consumer Discretionary 9.1%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 1.31%
46,901
+70
27
$4.34M 1.28%
96,520
-2,809
28
$4.23M 1.25%
56,867
+770
29
$4.12M 1.21%
54,005
+425
30
$3.96M 1.17%
99,351
+1,069
31
$3.88M 1.15%
34,625
-855
32
$3.84M 1.13%
382,190
-35,500
33
$3.67M 1.08%
39,203
+1,015
34
$3.67M 1.08%
30,795
+2,383
35
$3.52M 1.04%
34,831
+13,329
36
$3.52M 1.04%
102,097
+2,353
37
$3.41M 1%
41,200
+2,320
38
$3.2M 0.94%
88,190
+805
39
$3.17M 0.93%
35,992
-1,600
40
$3.14M 0.93%
20,451
+652
41
$3.08M 0.91%
46,964
-192
42
$3.06M 0.9%
+19,236
43
$3.01M 0.89%
+29,000
44
$3M 0.88%
20,955
+1,375
45
$2.96M 0.87%
30,167
+2,660
46
$2.93M 0.86%
31,546
+287
47
$2.87M 0.85%
73,008
-377
48
$2.75M 0.81%
35,317
+3,575
49
$2.68M 0.79%
74,141
-397
50
$2.66M 0.78%
28,222
-2,762
1
2
3 4 5