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
126
$251K 0.09%
+12,280
127
$246K 0.09%
+20,000
128
$238K 0.08%
+9,000
129
$207K 0.07%
+15,000
130
0