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
$339M
AUM Growth
+$866K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.06M
3
+$3.01M
4
ABBV icon
AbbVie
ABBV
+$2.37M
5
LFUS icon
Littelfuse
LFUS
+$2.22M

Top Sells

1
+$3.79M
2
+$2.88M
3
+$1.9M
4
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$1.71M
5
SDLP
SEADRILL PARTNERS LLC
SDLP
+$1.69M

Sector Composition

1 Healthcare 17.72%
2 Technology 16.3%
3 Energy 10.03%
4 Consumer Discretionary 9.1%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.77%
75,754
+10
52
$2.57M 0.76%
27,917
+132
53
$2.54M 0.75%
30,449
-944
54
$2.52M 0.74%
39,108
+6,658
55
$2.47M 0.73%
15,815
-32
56
$2.43M 0.72%
27,238
+629
57
$2.43M 0.72%
84,812
-24,220
58
$2.4M 0.71%
44,478
+16,893
59
$2.39M 0.71%
25,008
+1,215
60
$2.37M 0.7%
+36,165
61
$2.34M 0.69%
38,776
+9,776
62
$2.33M 0.69%
19,477
+94
63
$2.26M 0.67%
37,056
-16
64
$2.22M 0.66%
+23,001
65
$2.12M 0.63%
11,009
+971
66
$2.1M 0.62%
89,005
+1,243
67
$2.04M 0.6%
28,214
+5,601
68
$2.04M 0.6%
67,243
+16,901
69
$2.02M 0.59%
15,802
+4,727
70
$2.02M 0.59%
+39,715
71
$2.01M 0.59%
16,584
+2,702
72
$2.01M 0.59%
75,808
-21,900
73
$1.96M 0.58%
26,928
-6,533
74
$1.93M 0.57%
26,383
+4,680
75
$1.89M 0.56%
+8,244
1 2
3
4 5