FWCM

First Western Capital Management Portfolio holdings

AUM $4.71M
1-Year Est. Return 11.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.94M
3
+$2.71M
4
DIS icon
Walt Disney
DIS
+$2.5M
5
FIG
Fortress Investment Group Llc
FIG
+$2.46M

Top Sells

1
+$2.34M
2
+$2.04M
3
+$1.74M
4
C icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-47,056
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-7,485
140
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141
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142
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143
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