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
$312M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.01M
3
+$2.37M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$2.19M
5
FTNT icon
Fortinet
FTNT
+$1.95M

Top Sells

1
+$3.64M
2
+$3.44M
3
+$3.29M
4
COST icon
Costco
COST
+$3.23M
5
GM icon
General Motors
GM
+$2.92M

Sector Composition

1 Healthcare 22.33%
2 Technology 13.97%
3 Financials 9.94%
4 Energy 8.87%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 1.19%
127,620
+53,550
27
$3.71M 1.19%
30,770
-5,225
28
$3.69M 1.18%
71,619
-12,587
29
$3.68M 1.18%
47,848
-7,178
30
$3.68M 1.18%
16,570
-1,860
31
$3.68M 1.18%
32,244
+1,845
32
$3.66M 1.17%
54,439
+1,793
33
$3.63M 1.16%
112,982
+22,568
34
$3.56M 1.14%
38,110
-5,183
35
$3.56M 1.14%
140,236
+55,237
36
$3.47M 1.11%
+15,431
37
$3.38M 1.09%
32,499
+9,724
38
$3.38M 1.08%
83,869
-13,608
39
$3.29M 1.06%
33,975
-4,313
40
$3.25M 1.04%
34,225
-36,134
41
$3.24M 1.04%
60,509
+56,119
42
$3.24M 1.04%
37,616
-5,723
43
$3.24M 1.04%
57,533
-2,842
44
$3.2M 1.03%
39,228
-3,631
45
$3.17M 1.02%
20,626
+1,572
46
$3.13M 1.01%
94,244
-10,454
47
$3.05M 0.98%
14,621
+9,252
48
$3.01M 0.97%
48,121
-5,878
49
$2.94M 0.94%
30,499
-3,742
50
$2.94M 0.94%
18,917
-2,093
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