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
$299M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.1M
3
+$2.73M
4
XOM icon
Exxon Mobil
XOM
+$2.49M
5
AVB icon
AvalonBay Communities
AVB
+$2.27M

Top Sells

1
+$3.17M
2
+$2.94M
3
+$2.94M
4
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$2.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.01M

Sector Composition

1 Healthcare 20.07%
2 Technology 15.33%
3 Consumer Discretionary 10.5%
4 Financials 10.46%
5 Real Estate 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 3.42%
58,229
+1,541
2
$8.23M 2.75%
280,966
-5,090
3
$7.56M 2.53%
69,896
+13,869
4
$6.86M 2.29%
77,997
+4,227
5
$6.76M 2.26%
68,877
+3,983
6
$6.69M 2.23%
242,564
+66,160
7
$6.53M 2.18%
67,636
-1,219
8
$6.34M 2.12%
51,846
-10,675
9
$5.39M 1.8%
87,668
+7,050
10
$5.22M 1.74%
58,059
+5,059
11
$4.79M 1.6%
134,176
+76,330
12
$4.72M 1.58%
15,870
+122
13
$4.29M 1.43%
74,936
+8,254
14
$4.24M 1.42%
45,046
+4,890
15
$4.22M 1.41%
38,422
+4,202
16
$4.18M 1.4%
94,387
+9,464
17
$4.17M 1.39%
38,233
-4,469
18
$4.16M 1.39%
332,500
+27,600
19
$4.04M 1.35%
42,884
+4,774
20
$4.04M 1.35%
81,597
+9,978
21
$4M 1.34%
44,281
+4,966
22
$3.99M 1.33%
139,563
+13,612
23
$3.96M 1.32%
145,085
-73,550
24
$3.95M 1.32%
48,999
+5,038
25
$3.82M 1.28%
+122,992
1
2 3 4 5