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
$312M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.01M
3
+$2.37M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$2.19M
5
FTNT icon
Fortinet
FTNT
+$1.95M

Top Sells

1
+$3.64M
2
+$3.44M
3
+$3.29M
4
COST icon
Costco
COST
+$3.23M
5
GM icon
General Motors
GM
+$2.92M

Sector Composition

1 Healthcare 22.33%
2 Technology 13.97%
3 Financials 9.94%
4 Energy 8.87%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.93%
42,994
+2,240
52
$2.87M 0.92%
33,953
+703
53
$2.86M 0.92%
67,164
+30,732
54
$2.62M 0.84%
29,967
-1,007
55
$2.62M 0.84%
26,430
+3,516
56
$2.59M 0.83%
53,075
-5,100
57
$2.43M 0.78%
90,620
-3,758
58
$2.4M 0.77%
4,705
-1,000
59
$2.37M 0.76%
+252,000
60
$2.31M 0.74%
35,453
+5,617
61
$2.29M 0.73%
31,160
-2,036
62
$2.2M 0.71%
51,103
-10,963
63
$2.19M 0.7%
+17,425
64
$2.14M 0.69%
12,412
-2,104
65
$2.11M 0.68%
20,974
-3,626
66
$2.09M 0.67%
13,540
+2,915
67
$2.04M 0.65%
12,806
+5,051
68
$2.02M 0.65%
20,920
-3,640
69
$1.95M 0.63%
+235,750
70
$1.93M 0.62%
45,488
-112
71
$1.91M 0.61%
57,846
-8,622
72
$1.89M 0.61%
63,126
-8,137
73
$1.86M 0.6%
23,224
-3,600
74
$1.82M 0.58%
8,790
+746
75
$1.8M 0.58%
28,737
-4,616
1 2
3
4 5