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
$339M
AUM Growth
+$866K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.06M
3
+$3.01M
4
ABBV icon
AbbVie
ABBV
+$2.37M
5
LFUS icon
Littelfuse
LFUS
+$2.22M

Top Sells

1
+$3.79M
2
+$2.88M
3
+$1.9M
4
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$1.71M
5
SDLP
SEADRILL PARTNERS LLC
SDLP
+$1.69M

Sector Composition

1 Healthcare 17.72%
2 Technology 16.3%
3 Energy 10.03%
4 Consumer Discretionary 9.1%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.54%
+16,681
77
$1.79M 0.53%
44,932
-1,240
78
$1.77M 0.52%
33,282
-5,062
79
$1.76M 0.52%
86,130
-3,120
80
$1.61M 0.48%
6,688
-319
81
$1.59M 0.47%
38,025
-2,504
82
$1.54M 0.46%
26,564
-9,654
83
$1.53M 0.45%
58,200
+2,000
84
$1.44M 0.42%
+105,100
85
$1.43M 0.42%
11,710
+375
86
$1.42M 0.42%
12,775
+500
87
$1.4M 0.41%
33,592
+844
88
$1.4M 0.41%
40,025
+7,150
89
$1.39M 0.41%
+8,755
90
$1.23M 0.36%
18,481
+2,827
91
$1.17M 0.35%
24,447
-9,441
92
$1.15M 0.34%
100,946
+54,163
93
$1.12M 0.33%
160,432
+63,532
94
$1.02M 0.3%
31,554
+2,740
95
$1.02M 0.3%
20,520
-3,280
96
$994K 0.29%
50,850
-650
97
$976K 0.29%
19,013
-12,189
98
$958K 0.28%
15,912
-3,942
99
$950K 0.28%
62,561
-11,766
100
$936K 0.28%
52,325
-44,214
2 3
4
5 6