FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
1-Year Return
11.17%
This Quarter Return
+8.08%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$303M
AUM Growth
+$19.7M
(+7%)
Cap. Flow
+$3.44M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
21.88%
Holding
143
New
14
Increased
59
Reduced
48
Closed
21
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$3.09M |
| 2 |
Energy Transfer Partners
ET
|
+$2.94M |
| 3 |
Intel
INTC
|
+$2.72M |
| 4 |
Walt Disney
DIS
|
+$2.5M |
| 5 |
FIG
Fortress Investment Group Llc
FIG
|
+$2.47M |
Top Sells
| 1 |
Boeing
BA
|
+$2.34M |
| 2 |
Norfolk Southern
NSC
|
+$2.04M |
| 3 |
PETM
PETSMART INC
PETM
|
+$1.74M |
| 4 |
Citigroup
C
|
+$1.52M |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
+$1.38M |
Sector Composition
| 1 | Energy | 17.9% |
| 2 | Technology | 16.77% |
| 3 | Healthcare | 14.34% |
| 4 | Industrials | 9.54% |
| 5 | Consumer Discretionary | 7.75% |
