FWCM

First Western Capital Management Portfolio holdings

AUM $4.71M
1-Year Est. Return 11.17%
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$866K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$4.97M
2 +$3.06M
3 +$3.01M
4
ABBV icon
AbbVie
ABBV
+$2.37M
5
LFUS icon
Littelfuse
LFUS
+$2.22M

Top Sells

1 +$3.79M
2 +$2.88M
3 +$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$205K 0.06%
+3,658
127
$196K 0.06%
12,613
+508
128
0
129
-5,408
130
-15,500
131
-37,700
132
-36,368
133
-14,303
134
-48,335
135
-168,770
136
-5,290
137
-25,288
138
-219,331
139
-39,804
140
-10,081
141
-33,400
142
-56,485
143
-148,638
144
-7,350
145
-15,750
146
-8,000
147
-61,360
148
-11,370
149
-80,000
150
-13,100