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
$312M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.01M
3
+$2.37M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$2.19M
5
FTNT icon
Fortinet
FTNT
+$1.95M

Top Sells

1
+$3.64M
2
+$3.44M
3
+$3.29M
4
COST icon
Costco
COST
+$3.23M
5
GM icon
General Motors
GM
+$2.92M

Sector Composition

1 Healthcare 22.33%
2 Technology 13.97%
3 Financials 9.94%
4 Energy 8.87%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 3.44%
56,688
-2,926
2
$8.11M 2.6%
62,521
+4,910
3
$7.6M 2.44%
64,894
+1,686
4
$7.52M 2.41%
286,056
-17,714
5
$7.22M 2.32%
68,855
-4,933
6
$6.88M 2.21%
73,770
-4,503
7
$6.56M 2.1%
218,635
-71,000
8
$6.48M 2.08%
56,027
-736
9
$6.45M 2.07%
15,748
-1,171
10
$5.53M 1.77%
176,404
-36,000
11
$5.33M 1.71%
42,702
-1,101
12
$4.79M 1.54%
71,380
-4,739
13
$4.55M 1.46%
53,000
+10,324
14
$4.43M 1.42%
77,212
-13,269
15
$4.35M 1.4%
80,618
-14,898
16
$4.11M 1.32%
125,951
-24,459
17
$4.05M 1.3%
304,900
-52,110
18
$3.99M 1.28%
32,710
-1,877
19
$3.98M 1.28%
81,137
-13,298
20
$3.87M 1.24%
34,220
-6,015
21
$3.84M 1.23%
40,156
-6,648
22
$3.84M 1.23%
66,682
-11,530
23
$3.82M 1.23%
39,315
-6,772
24
$3.81M 1.22%
43,961
-7,014
25
$3.75M 1.2%
84,923
-11,627
1
2 3 4 5