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
$282M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.26M
3
+$2.07M
4
VLO icon
Valero Energy
VLO
+$1.89M
5
ICE icon
Intercontinental Exchange
ICE
+$1.78M

Top Sells

1
+$11.3M
2
+$4.68M
3
+$4.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.85M
5
COST icon
Costco
COST
+$3.11M

Sector Composition

1 Technology 19.98%
2 Healthcare 19.52%
3 Consumer Discretionary 12.23%
4 Financials 10.9%
5 Real Estate 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 1.5%
155,880
+24,816
27
$4.14M 1.47%
12,144
-131
28
$4.02M 1.42%
38,080
-481
29
$3.93M 1.4%
96,161
-256
30
$3.86M 1.37%
137,791
-2,470
31
$3.81M 1.35%
91,110
-352
32
$3.73M 1.32%
28,956
-1,408
33
$3.47M 1.23%
44,582
+9,899
34
$3.45M 1.22%
25,872
+2,683
35
$3.35M 1.19%
140,535
-18
36
$3.32M 1.18%
33,436
-675
37
$3.31M 1.18%
58,040
+1,959
38
$3.18M 1.13%
54,364
+643
39
$3.16M 1.12%
106,360
-720
40
$3.14M 1.11%
109,686
+3,005
41
$3.03M 1.08%
50,817
-8,386
42
$3.02M 1.07%
83,752
+62,502
43
$2.92M 1.04%
76,540
-1,840
44
$2.92M 1.04%
57,067
+5,033
45
$2.85M 1.01%
41,454
+4,909
46
$2.83M 1.01%
18,028
+597
47
$2.82M 1%
30,179
+247
48
$2.78M 0.99%
14,350
-1,300
49
$2.68M 0.95%
262,500
+27,180
50
$2.65M 0.94%
31,410
-1,175
1
2
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