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
$289M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.23M
3
+$6.94M
4
ELS icon
Equity Lifestyle Properties
ELS
+$6.05M
5
AMT icon
American Tower
AMT
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.85%
2 Healthcare 15.37%
3 Energy 14.37%
4 Industrials 9.29%
5 Real Estate 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.5%
+27,384
77
$1.42M 0.49%
+4,933
78
$1.41M 0.49%
+54,030
79
$1.41M 0.49%
+28,700
80
$1.39M 0.48%
+46,503
81
$1.38M 0.48%
+16,400
82
$1.38M 0.48%
+48,814
83
$1.37M 0.48%
+29,875
84
$1.37M 0.48%
+46,462
85
$1.37M 0.47%
+24,368
86
$1.36M 0.47%
+15,075
87
$1.31M 0.45%
+125,900
88
$1.3M 0.45%
+23,546
89
$1.3M 0.45%
+30,674
90
$1.29M 0.45%
+21,700
91
$1.25M 0.43%
+80,305
92
$1.22M 0.42%
+19,824
93
$1.19M 0.41%
+38,400
94
$1.19M 0.41%
+17,450
95
$1.19M 0.41%
+31,400
96
$1.14M 0.39%
+2,491
97
$1.12M 0.39%
+16,280
98
$1.11M 0.38%
+12,350
99
$1.11M 0.38%
+16,968
100
$1.1M 0.38%
+30,342
2 3
4
5 6