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
$312M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.01M
3
+$2.37M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$2.19M
5
FTNT icon
Fortinet
FTNT
+$1.95M

Top Sells

1
+$3.64M
2
+$3.44M
3
+$3.29M
4
COST icon
Costco
COST
+$3.23M
5
GM icon
General Motors
GM
+$2.92M

Sector Composition

1 Healthcare 22.33%
2 Technology 13.97%
3 Financials 9.94%
4 Energy 8.87%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.57%
28,853
-7,186
77
$1.78M 0.57%
+31,600
78
$1.75M 0.56%
15,250
+550
79
$1.75M 0.56%
30,620
+2,850
80
$1.71M 0.55%
+13,450
81
$1.66M 0.53%
15,592
-2,612
82
$1.62M 0.52%
+37,725
83
$1.59M 0.51%
+35,350
84
$1.52M 0.49%
8,189
-2,539
85
$1.37M 0.44%
+42,960
86
$1.31M 0.42%
3,235
+1,955
87
$1.26M 0.4%
58,100
-9,260
88
$1.22M 0.39%
17,500
-9,826
89
$1.17M 0.37%
+14,550
90
$1.16M 0.37%
30,415
-1,001
91
$1.12M 0.36%
+96,200
92
$1.11M 0.36%
25,571
-4,570
93
$1.1M 0.35%
+27,532
94
$1.1M 0.35%
11,109
-19,073
95
$1M 0.32%
15,795
-7,852
96
$926K 0.3%
108,002
+46,418
97
$686K 0.22%
7,035
98
$667K 0.21%
16,500
-18,425
99
$584K 0.19%
5,457
100
$561K 0.18%
+17,790
2 3
4
5 6