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
1
$11.7M 3.46%
62,336
+1,335
2
$8.58M 2.53%
86,808
+646
3
$8.15M 2.41%
72,896
+1,013
4
$8.01M 2.36%
310,614
+18
5
$7.68M 2.27%
165,331
+4,195
6
$7.66M 2.26%
264,520
+6,770
7
$7.58M 2.24%
60,541
-2,157
8
$7.19M 2.12%
76,321
-2,556
9
$7.15M 2.11%
19,999
+144
10
$5.87M 1.73%
49,081
+6,542
11
$5.73M 1.69%
207,616
-25,712
12
$5.24M 1.55%
109,072
-3,572
13
$5.13M 1.51%
96,007
-1,519
14
$5.09M 1.5%
53,953
-599
15
$5.03M 1.48%
166,718
-4,428
16
$5M 1.47%
86,733
-185
17
$4.97M 1.47%
+51,589
18
$4.87M 1.44%
51,141
-577
19
$4.81M 1.42%
106,893
+532
20
$4.69M 1.38%
59,729
-677
21
$4.65M 1.37%
103,272
-190
22
$4.54M 1.34%
40,850
+75
23
$4.53M 1.33%
52,996
-4,309
24
$4.47M 1.32%
42,802
-736
25
$4.43M 1.31%
39,488
+177
1
2 3 4 5