FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
1-Year Return
11.17%
This Quarter Return
+2.78%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$283M
AUM Growth
-$5.16M
(-1.8%)
Cap. Flow
-$9.64M
Cap. Flow
% of AUM
-3.4%
Top 10 Holdings %
Top 10 Hldgs %
21.46%
Holding
148
New
18
Increased
63
Reduced
45
Closed
19
Top Buys
| 1 |
Boeing
BA
|
+$2.34M |
| 2 |
Union Pacific
UNP
|
+$2.13M |
| 3 |
eBay
EBAY
|
+$1.99M |
| 4 |
Citigroup
C
|
+$1.52M |
| 5 |
Vipshop
VIPS
|
+$1.42M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$3.32M |
| 2 |
Cisco
CSCO
|
+$3.32M |
| 3 |
Starbucks
SBUX
|
+$2.05M |
| 4 |
Home Depot
HD
|
+$1.92M |
| 5 |
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% |
