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
$303M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.94M
3
+$2.71M
4
DIS icon
Walt Disney
DIS
+$2.5M
5
FIG
Fortress Investment Group Llc
FIG
+$2.46M

Top Sells

1
+$2.34M
2
+$2.04M
3
+$1.74M
4
C icon
Citigroup
C
+$1.52M
5
LNKD
LinkedIn Corporation
LNKD
+$1.38M

Sector Composition

1 Energy 17.9%
2 Technology 16.77%
3 Healthcare 14.34%
4 Industrials 9.54%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.72M 2.55%
65,476
+5,059
2
$7.56M 2.49%
84,025
+2,979
3
$7.42M 2.45%
62,848
+1,308
4
$6.84M 2.26%
309,724
-26,256
5
$6.75M 2.23%
21,110
-3,530
6
$6.6M 2.18%
158,273
+50,665
7
$6.17M 2.04%
71,840
-10,320
8
$6M 1.98%
103,070
-1,304
9
$5.94M 1.96%
112,163
-766
10
$5.33M 1.76%
64,341
-96
11
$5.25M 1.73%
73,903
-252
12
$5.09M 1.68%
38,969
-3,798
13
$4.93M 1.63%
44,241
-345
14
$4.87M 1.61%
209,484
+12,784
15
$4.7M 1.55%
174,442
+1,656
16
$4.67M 1.54%
97,757
-420
17
$4.63M 1.53%
52,200
-202
18
$4.63M 1.53%
54,852
+673
19
$4.56M 1.5%
39,686
-43
20
$4.4M 1.45%
113,564
+840
21
$4.4M 1.45%
55,554
-69
22
$4.3M 1.42%
106,049
-301
23
$4.24M 1.4%
103,713
+620
24
$4.18M 1.38%
43,264
+13,131
25
$4.18M 1.38%
40,753
+240
1
2 3 4 5