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
$303M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.94M
3
+$2.71M
4
DIS icon
Walt Disney
DIS
+$2.5M
5
FIG
Fortress Investment Group Llc
FIG
+$2.46M

Top Sells

1
+$2.34M
2
+$2.04M
3
+$1.74M
4
C icon
Citigroup
C
+$1.52M
5
LNKD
LinkedIn Corporation
LNKD
+$1.38M

Sector Composition

1 Energy 17.9%
2 Technology 16.77%
3 Healthcare 14.34%
4 Industrials 9.54%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.51%
82,250
-13,000
77
$1.54M 0.51%
5,273
+591
78
$1.53M 0.5%
41,494
+714
79
$1.49M 0.49%
36,825
+15,475
80
$1.48M 0.49%
5,858
-282
81
$1.48M 0.49%
23,536
-6,030
82
$1.45M 0.48%
44,389
-3,011
83
$1.44M 0.47%
65,189
-7,305
84
$1.38M 0.46%
14,930
-9,764
85
$1.35M 0.45%
11,900
+290
86
$1.34M 0.44%
82,700
-5,500
87
$1.3M 0.43%
92,850
+13,110
88
$1.26M 0.42%
12,350
+50
89
$1.24M 0.41%
+197,050
90
$1.23M 0.41%
38,000
-2,350
91
$1.21M 0.4%
28,158
-3,250
92
$1.21M 0.4%
+25,675
93
$1.16M 0.38%
12,950
+4,050
94
$1.11M 0.37%
39,512
+606
95
$1.08M 0.36%
21,800
+6,175
96
$1.04M 0.34%
+56,200
97
$1.03M 0.34%
18,191
-5,618
98
$1.01M 0.33%
27,275
+2,673
99
$996K 0.33%
25,850
-5,010
100
$913K 0.3%
119,861
+15,733
2 3
4
5 6