FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
1-Year Return
11.17%
This Quarter Return
+0.56%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$282M
AUM Growth
-$38.3M
(-12%)
Cap. Flow
-$35.9M
Cap. Flow
% of AUM
-12.75%
Top 10 Holdings %
Top 10 Hldgs %
24.45%
Holding
119
New
11
Increased
33
Reduced
45
Closed
28
Top Buys
| 1 |
Intuit
INTU
|
+$3.44M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$2.26M |
| 3 |
Cummins
CMI
|
+$2.07M |
| 4 |
Valero Energy
VLO
|
+$1.89M |
| 5 |
Intercontinental Exchange
ICE
|
+$1.78M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$11.3M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$4.68M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$4.1M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.85M |
| 5 |
Costco
COST
|
+$3.11M |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Healthcare | 19.52% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 10.9% |
| 5 | Real Estate | 9.29% |
