FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
This Quarter Return
+1.65%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$338M
AUM Growth
+$338M
(+12%)
Cap. Flow
+$36.3M
Cap. Flow
% of AUM
10.74%
Top 10 Holdings %
Top 10 Hldgs %
22.3%
Holding
149
New
27
Increased
46
Reduced
61
Closed
13
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$11M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.05M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$4.65M |
| 4 |
EMES
Emerge Energy Services LP
EMES
|
$3.18M |
| 5 |
HCR
Hi-Crush Inc. Common Stock
HCR
|
$2.31M |
Top Sells
| 1 |
FIG
Fortress Investment Group Llc
FIG
|
$1.73M |
| 2 |
Omega Healthcare
OHI
|
$1.53M |
| 3 |
B&G Foods
BGS
|
$1.45M |
| 4 |
QCOR
QUESTCOR PHARMA INC
QCOR
|
$1.38M |
| 5 |
Danaher
DHR
|
$1.29M |
Sector Composition
| 1 | Technology | 15.57% |
| 2 | Energy | 15.16% |
| 3 | Healthcare | 13.51% |
| 4 | Industrials | 8.14% |
| 5 | Consumer Discretionary | 7.87% |
