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
$303M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.94M
3
+$2.71M
4
DIS icon
Walt Disney
DIS
+$2.5M
5
FIG
Fortress Investment Group Llc
FIG
+$2.46M

Top Sells

1
+$2.34M
2
+$2.04M
3
+$1.74M
4
C icon
Citigroup
C
+$1.52M
5
LNKD
LinkedIn Corporation
LNKD
+$1.38M

Sector Composition

1 Energy 17.9%
2 Technology 16.77%
3 Healthcare 14.34%
4 Industrials 9.54%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.79%
19,100
-166
52
$2.33M 0.77%
15,992
-93
53
$2.33M 0.77%
22,282
+2,647
54
$2.3M 0.76%
235,797
+64,848
55
$2.28M 0.75%
1,896
-259
56
$2.28M 0.75%
+72,409
57
$2.26M 0.74%
28,035
-151
58
$2.2M 0.73%
31,665
-39
59
$2.1M 0.69%
44,657
+3,483
60
$2.08M 0.69%
25,708
-37
61
$2.01M 0.66%
+75,628
62
$1.96M 0.65%
88,644
+6,816
63
$1.96M 0.65%
42,384
-438
64
$1.95M 0.64%
37,009
+717
65
$1.9M 0.63%
38,498
+8,714
66
$1.83M 0.6%
86,988
+1,252
67
$1.83M 0.6%
26,841
-1,264
68
$1.8M 0.6%
30,044
+445
69
$1.79M 0.59%
24,607
+570
70
$1.73M 0.57%
14,015
-1,185
71
$1.72M 0.57%
20,977
-6,128
72
$1.66M 0.55%
57,781
+5,089
73
$1.65M 0.54%
21,511
+2,488
74
$1.6M 0.53%
51,149
+3,454
75
$1.56M 0.52%
9,715
-1,559
1 2
3
4 5