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
$283M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.13M
3
+$1.99M
4
C icon
Citigroup
C
+$1.52M
5
VIPS icon
Vipshop
VIPS
+$1.42M

Top Sells

1
+$3.32M
2
+$3.32M
3
+$2.05M
4
HD icon
Home Depot
HD
+$1.92M
5
BIDU icon
Baidu
BIDU
+$1.65M

Sector Composition

1 Technology 16.08%
2 Healthcare 15.71%
3 Energy 14.77%
4 Industrials 10.96%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.73%
36,292
+989
52
$2.05M 0.72%
25,745
+981
53
$2.04M 0.72%
20,982
+2,726
54
$1.99M 0.7%
+85,736
55
$1.87M 0.66%
41,174
-2,236
56
$1.84M 0.65%
11,274
+42
57
$1.79M 0.63%
5,965
+570
58
$1.77M 0.62%
24,037
-674
59
$1.76M 0.62%
42,822
+19,840
60
$1.74M 0.61%
25,230
+1,133
61
$1.67M 0.59%
28,105
-2,873
62
$1.63M 0.58%
81,828
-62
63
$1.63M 0.58%
72,494
+6,962
64
$1.63M 0.58%
29,599
+295
65
$1.63M 0.57%
170,949
+45,049
66
$1.6M 0.57%
24,694
-7,560
67
$1.59M 0.56%
19,635
-6,088
68
$1.57M 0.56%
15,200
+125
69
$1.56M 0.55%
27,803
+419
70
$1.55M 0.55%
6,140
-245
71
$1.52M 0.54%
+32,000
72
$1.49M 0.53%
38,746
+346
73
$1.48M 0.52%
88,200
+55,400
74
$1.47M 0.52%
52,692
-1,338
75
$1.45M 0.51%
29,566
+4,926
1 2
3
4 5