FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
1-Year Return
11.17%
This Quarter Return
+4.52%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$339M
AUM Growth
+$866K
(+0.26%)
Cap. Flow
-$3.41M
Cap. Flow
% of AUM
-1%
Top 10 Holdings %
Top 10 Hldgs %
23.49%
Holding
154
New
18
Increased
58
Reduced
45
Closed
26
Top Buys
| 1 |
CVS Health
CVS
|
+$4.97M |
| 2 |
Amgen
AMGN
|
+$3.06M |
| 3 |
Dine Brands
DIN
|
+$3.01M |
| 4 |
AbbVie
ABBV
|
+$2.37M |
| 5 |
Littelfuse
LFUS
|
+$2.22M |
Top Sells
| 1 |
Walmart
WMT
|
+$3.79M |
| 2 |
OILT
OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE)
OILT
|
+$2.89M |
| 3 |
Trinity Industries
TRN
|
+$1.9M |
| 4 |
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
|
+$1.71M |
| 5 |
SDLP
SEADRILL PARTNERS LLC
SDLP
|
+$1.69M |
Sector Composition
| 1 | Healthcare | 17.72% |
| 2 | Technology | 16.3% |
| 3 | Energy | 10.03% |
| 4 | Consumer Discretionary | 9.1% |
| 5 | Industrials | 8.46% |
