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
$289M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.23M
3
+$6.94M
4
ELS icon
Equity Lifestyle Properties
ELS
+$6.05M
5
AMT icon
American Tower
AMT
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.85%
2 Healthcare 15.37%
3 Energy 14.37%
4 Industrials 9.29%
5 Real Estate 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.38%
+32,260
102
$1.03M 0.36%
+52,900
103
$992K 0.34%
+15,875
104
$988K 0.34%
+23,134
105
$974K 0.34%
+24,640
106
$917K 0.32%
+16,050
107
$899K 0.31%
+96,833
108
$898K 0.31%
+22,982
109
$873K 0.3%
+34,239
110
$840K 0.29%
+57,100
111
$836K 0.29%
+28,785
112
$835K 0.29%
+42,459
113
$829K 0.29%
+46,000
114
$826K 0.29%
+15,182
115
$790K 0.27%
+43,995
116
$781K 0.27%
+4,400
117
$763K 0.26%
+9,400
118
$762K 0.26%
+57,014
119
$654K 0.23%
+32,800
120
$518K 0.18%
+14,527
121
$410K 0.14%
+1,465
122
$383K 0.13%
+72,800
123
$364K 0.13%
+16,140
124
$350K 0.12%
+9,032
125
$341K 0.12%
+14,866
2 3 4
5
6