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
$283M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.13M
3
+$1.99M
4
C icon
Citigroup
C
+$1.52M
5
VIPS icon
Vipshop
VIPS
+$1.42M

Top Sells

1
+$3.32M
2
+$3.32M
3
+$2.05M
4
HD icon
Home Depot
HD
+$1.92M
5
BIDU icon
Baidu
BIDU
+$1.65M

Sector Composition

1 Technology 16.08%
2 Healthcare 15.71%
3 Energy 14.77%
4 Industrials 10.96%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.75M 2.73%
24,640
-142
2
$7.4M 2.61%
61,540
-751
3
$6.83M 2.41%
335,980
+1,772
4
$6.63M 2.34%
81,046
+6,446
5
$5.96M 2.1%
112,929
-1,298
6
$5.89M 2.08%
60,417
+1,339
7
$5.73M 2.02%
82,160
-3,456
8
$5.09M 1.79%
42,767
+1,178
9
$4.82M 1.7%
44,586
-999
10
$4.72M 1.67%
172,786
-3,860
11
$4.63M 1.64%
52,402
-148
12
$4.63M 1.63%
98,177
+81
13
$4.57M 1.61%
64,437
-2,973
14
$4.41M 1.56%
54,179
+588
15
$4.41M 1.56%
107,608
+1,813
16
$4.39M 1.55%
55,623
+622
17
$4.37M 1.54%
74,155
+1,319
18
$4.35M 1.54%
106,350
+1,095
19
$4.24M 1.49%
104,374
+1,019
20
$4.18M 1.48%
39,729
+380
21
$4.16M 1.47%
112,724
+1,308
22
$4.16M 1.47%
59,735
+609
23
$3.97M 1.4%
103,093
+1,937
24
$3.94M 1.39%
40,513
+795
25
$3.87M 1.37%
91,605
+2,413
1
2 3 4 5