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
$299M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.1M
3
+$2.73M
4
XOM icon
Exxon Mobil
XOM
+$2.49M
5
AVB icon
AvalonBay Communities
AVB
+$2.27M

Top Sells

1
+$3.17M
2
+$2.94M
3
+$2.94M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$2.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.01M

Sector Composition

1 Healthcare 20.07%
2 Technology 15.33%
3 Consumer Discretionary 10.5%
4 Financials 10.46%
5 Real Estate 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 1.27%
38,552
+4,327
27
$3.78M 1.26%
38,294
+4,319
28
$3.77M 1.26%
97,036
+29,872
29
$3.76M 1.26%
66,203
+5,694
30
$3.74M 1.25%
23,868
+11,456
31
$3.7M 1.24%
34,781
+4,011
32
$3.66M 1.22%
90,934
+9,797
33
$3.63M 1.21%
31,291
-1,419
34
$3.6M 1.2%
53,531
+5,683
35
$3.59M 1.2%
51,558
-19,822
36
$3.54M 1.18%
123,600
-4,020
37
$3.5M 1.17%
34,296
+2,052
38
$3.47M 1.16%
95,949
+12,080
39
$3.43M 1.14%
140,198
-38
40
$3.25M 1.08%
17,545
+2,114
41
$3.2M 1.07%
86,777
+9,565
42
$3.1M 1.04%
+21,458
43
$3.01M 1.01%
43,629
+6,013
44
$3.01M 1%
94,860
+4,240
45
$2.95M 0.99%
54,984
+6,863
46
$2.9M 0.97%
56,542
-991
47
$2.88M 0.96%
34,148
+1,649
48
$2.87M 0.96%
34,517
+564
49
$2.85M 0.95%
46,656
+3,662
50
$2.83M 0.95%
15,870
-700
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