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
101
$296K 0.1%
4,001
-25,966
102
$295K 0.1%
6,950
-23,670
103
$295K 0.1%
5,534
104
$272K 0.09%
198,300
-8,205
105
$250K 0.08%
5,296
-258
106
$248K 0.08%
+3,444
107
$170K 0.06%
12,500
+1,971
108
– –
0
109
$10K ﹤0.01%
156
110
– –
-8,000
111
– –
-20,626
112
– –
-27,532
113
– –
-30,499
114
– –
-96,200
115
– –
-35,350
116
– –
-7,950
117
– –
-13,450
118
– –
-18,917
119
– –
-3,588
120
– –
-42,960
121
– –
-17,500
122
– –
-17,425
123
– –
-31,600
1 2 3 4
5