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
$283M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.13M
3
+$1.99M
4
C icon
Citigroup
C
+$1.52M
5
VIPS icon
Vipshop
VIPS
+$1.42M

Top Sells

1
+$3.32M
2
+$3.32M
3
+$2.05M
4
HD icon
Home Depot
HD
+$1.92M
5
BIDU icon
Baidu
BIDU
+$1.65M

Sector Composition

1 Technology 16.08%
2 Healthcare 15.71%
3 Energy 14.77%
4 Industrials 10.96%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.51%
20,200
+3,920
77
$1.43M 0.5%
47,400
+15,140
78
$1.42M 0.5%
+95,250
79
$1.41M 0.5%
63,825
-11,475
80
$1.38M 0.49%
7,485
+745
81
$1.37M 0.48%
4,682
-251
82
$1.37M 0.48%
40,780
-5,723
83
$1.36M 0.48%
29,875
84
$1.35M 0.48%
29,784
-890
85
$1.34M 0.47%
23,809
-559
86
$1.31M 0.46%
+21,350
87
$1.3M 0.46%
22,696
-850
88
$1.26M 0.45%
22,550
+850
89
$1.26M 0.44%
19,023
-801
90
$1.24M 0.44%
31,408
+1,066
91
$1.23M 0.43%
11,610
+420
92
$1.19M 0.42%
38,906
+10,121
93
$1.19M 0.42%
47,695
-1,119
94
$1.18M 0.42%
18,106
-6,421
95
$1.15M 0.41%
+40,350
96
$1.14M 0.4%
2,630
+139
97
$1.12M 0.39%
12,300
-50
98
$1.11M 0.39%
59,900
+13,900
99
$1.07M 0.38%
6,506
-3,626
100
$1.06M 0.37%
46,498
+4,039
2 3
4
5 6