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
$299M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.1M
3
+$2.73M
4
XOM icon
Exxon Mobil
XOM
+$2.49M
5
AVB icon
AvalonBay Communities
AVB
+$2.27M

Top Sells

1
+$3.17M
2
+$2.94M
3
+$2.94M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$2.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.01M

Sector Composition

1 Healthcare 20.07%
2 Technology 15.33%
3 Consumer Discretionary 10.5%
4 Financials 10.46%
5 Real Estate 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.94%
51,836
-2,603
52
$2.8M 0.94%
107,568
+13,324
53
$2.74M 0.91%
5,882
+1,177
54
$2.59M 0.87%
14,919
+298
55
$2.55M 0.85%
99,540
+41,440
56
$2.49M 0.83%
+33,521
57
$2.34M 0.78%
38,986
+7,826
58
$2.34M 0.78%
12,297
+3,507
59
$2.32M 0.78%
30,109
-5,344
60
$2.3M 0.77%
23,432
+2,512
61
$2.27M 0.76%
+12,995
62
$2.24M 0.75%
13,695
+155
63
$2.15M 0.72%
32,462
-6,766
64
$2.13M 0.71%
10,271
+2,082
65
$2.1M 0.7%
203,520
-48,480
66
$2.1M 0.7%
26,094
+2,870
67
$2.09M 0.7%
246,375
+10,625
68
$2.08M 0.69%
23,403
+2,429
69
$2.03M 0.68%
57,481
+6,378
70
$1.92M 0.64%
47,795
-5,280
71
$1.92M 0.64%
20,593
-5,837
72
$1.75M 0.58%
25,746
-3,107
73
$1.72M 0.58%
+19,910
74
$1.67M 0.56%
+54,110
75
$1.63M 0.54%
5,575
+2,340
1 2
3
4 5