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
$283M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.13M
3
+$1.99M
4
C icon
Citigroup
C
+$1.52M
5
VIPS icon
Vipshop
VIPS
+$1.42M

Top Sells

1
+$3.32M
2
+$3.32M
3
+$2.05M
4
HD icon
Home Depot
HD
+$1.92M
5
BIDU icon
Baidu
BIDU
+$1.65M

Sector Composition

1 Technology 16.08%
2 Healthcare 15.71%
3 Energy 14.77%
4 Industrials 10.96%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$993K 0.35%
+30,860
102
$960K 0.34%
23,232
+98
103
$944K 0.33%
15,625
-775
104
$912K 0.32%
+79,740
105
$902K 0.32%
35,865
+1,626
106
$898K 0.32%
51,000
-6,100
107
$892K 0.31%
+8,900
108
$888K 0.31%
17,150
+1,100
109
$873K 0.31%
104,128
+7,295
110
$830K 0.29%
24,602
+10,075
111
$679K 0.24%
47,056
-9,958
112
$615K 0.22%
+10,005
113
$549K 0.19%
+30,103
114
$484K 0.17%
20,440
+4,300
115
$395K 0.14%
+6,500
116
$371K 0.13%
15,514
+648
117
$368K 0.13%
9,420
+388
118
$345K 0.12%
+7,400
119
$308K 0.11%
17,906
-62,399
120
$300K 0.11%
5,235
-9,947
121
$292K 0.1%
+243,750
122
$275K 0.1%
11,776
-504
123
$225K 0.08%
8,500
-500
124
$209K 0.07%
15,000
-37,900
125
$205K 0.07%
20,000
2 3 4
5
6