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
$289M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.23M
3
+$6.94M
4
ELS icon
Equity Lifestyle Properties
ELS
+$6.05M
5
AMT icon
American Tower
AMT
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.85%
2 Healthcare 15.37%
3 Energy 14.37%
4 Industrials 9.29%
5 Real Estate 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.7%
+17,125
52
$2M 0.69%
+35,303
53
$1.92M 0.66%
+23,268
54
$1.81M 0.63%
+25,723
55
$1.8M 0.62%
+10,132
56
$1.77M 0.61%
+24,711
57
$1.76M 0.61%
+29,868
58
$1.76M 0.61%
+32,254
59
$1.75M 0.61%
+24,097
60
$1.72M 0.6%
+6,385
61
$1.7M 0.59%
+18,256
62
$1.69M 0.58%
+30,978
63
$1.67M 0.58%
+11,232
64
$1.67M 0.58%
+81,890
65
$1.65M 0.57%
+9,250
66
$1.64M 0.57%
+43,410
67
$1.63M 0.57%
+65,532
68
$1.62M 0.56%
+24,527
69
$1.59M 0.55%
+75,300
70
$1.59M 0.55%
+17,100
71
$1.52M 0.53%
+29,304
72
$1.51M 0.52%
+11,190
73
$1.49M 0.51%
+5,395
74
$1.49M 0.51%
+46,145
75
$1.46M 0.51%
+6,740
1 2
3
4 5