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
$282M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.26M
3
+$2.07M
4
VLO icon
Valero Energy
VLO
+$1.89M
5
ICE icon
Intercontinental Exchange
ICE
+$1.78M

Top Sells

1
+$11.3M
2
+$4.68M
3
+$4.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.85M
5
COST icon
Costco
COST
+$3.11M

Sector Composition

1 Technology 19.98%
2 Healthcare 19.52%
3 Consumer Discretionary 12.23%
4 Financials 10.9%
5 Real Estate 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.94%
17,336
+1,266
52
$2.62M 0.93%
22,680
-647
53
$2.53M 0.9%
65,618
-26,347
54
$2.44M 0.87%
15,534
+8,347
55
$2.33M 0.83%
39,346
-7,296
56
$2.31M 0.82%
93,676
+45,132
57
$2.3M 0.82%
25,648
-315
58
$2.11M 0.75%
11,100
+475
59
$2.07M 0.73%
+18,830
60
$2.06M 0.73%
21,550
+395
61
$2.05M 0.73%
9,251
-935
62
$2.01M 0.71%
56,299
-258
63
$1.98M 0.7%
19,991
+14
64
$1.94M 0.69%
14,750
-6,733
65
$1.93M 0.68%
22,252
+5,700
66
$1.89M 0.67%
+29,425
67
$1.81M 0.64%
21,700
-11,197
68
$1.78M 0.63%
+37,755
69
$1.76M 0.62%
51,960
-1,500
70
$1.75M 0.62%
+37,750
71
$1.58M 0.56%
18,051
-484
72
$1.55M 0.55%
10,345
+2,595
73
$1.33M 0.47%
13,305
+3,025
74
$1.32M 0.47%
215,750
+138,750
75
$1.2M 0.43%
+18,000
1 2
3
4 5