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
$299M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.1M
3
+$2.73M
4
XOM icon
Exxon Mobil
XOM
+$2.49M
5
AVB icon
AvalonBay Communities
AVB
+$2.27M

Top Sells

1
+$3.17M
2
+$2.94M
3
+$2.94M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$2.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.01M

Sector Composition

1 Healthcare 20.07%
2 Technology 15.33%
3 Consumer Discretionary 10.5%
4 Financials 10.46%
5 Real Estate 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.53%
35,410
+18,910
77
$1.59M 0.53%
63,750
+624
78
$1.55M 0.52%
18,209
+2,617
79
$1.53M 0.51%
40,075
+2,350
80
$1.51M 0.5%
32,565
+3,828
81
$1.48M 0.49%
31,608
+15,813
82
$1.46M 0.49%
13,930
-1,320
83
$1.38M 0.46%
+20,385
84
$1.36M 0.45%
7,166
-5,640
85
$1.31M 0.44%
+1,063
86
$1.3M 0.44%
16,550
+2,000
87
$1.14M 0.38%
12,419
+1,310
88
$1.11M 0.37%
+29,550
89
$998K 0.33%
25,420
-20,068
90
$984K 0.33%
34,330
+3,915
91
$958K 0.32%
46,020
-66,962
92
$846K 0.28%
206,947
+98,945
93
$668K 0.22%
21,989
-3,582
94
$657K 0.22%
7,035
95
$539K 0.18%
5,457
96
$503K 0.17%
2,623
+52
97
$491K 0.16%
6,745
-712
98
$458K 0.15%
2,377
+754
99
$453K 0.15%
17,950
+160
100
$314K 0.1%
2,935
1 2 3
4
5