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
$289M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.23M
3
+$6.94M
4
ELS icon
Equity Lifestyle Properties
ELS
+$6.05M
5
AMT icon
American Tower
AMT
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.85%
2 Healthcare 15.37%
3 Energy 14.37%
4 Industrials 9.29%
5 Real Estate 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.84M 2.72%
+24,782
2
$7.23M 2.51%
+85,616
3
$6.94M 2.4%
+62,291
4
$6.05M 2.1%
+334,208
5
$5.95M 2.06%
+74,600
6
$5.93M 2.05%
+114,227
7
$5.32M 1.84%
+59,078
8
$5.2M 1.8%
+41,589
9
$5.06M 1.75%
+67,410
10
$4.75M 1.65%
+45,585
11
$4.59M 1.59%
+176,646
12
$4.58M 1.59%
+52,550
13
$4.38M 1.52%
+111,416
14
$4.34M 1.5%
+59,126
15
$4.33M 1.5%
+44,634
16
$4.31M 1.49%
+98,096
17
$4.19M 1.45%
+39,349
18
$4.17M 1.45%
+39,718
19
$4.15M 1.44%
+207,144
20
$4.12M 1.43%
+89,192
21
$4.08M 1.42%
+55,001
22
$4.03M 1.4%
+105,255
23
$4.03M 1.4%
+53,591
24
$3.99M 1.38%
+103,355
25
$3.96M 1.37%
+105,795
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