FWCM
First Western Capital Management Portfolio holdings
AUM
$4.71M
1-Year Est. Return
11.17%
1 Year Est. Return
+11.17%
AUM
$4.71M
AUM Growth
+$285K
(+6.4%)
Holding
19
Top Sells
| 1 | +$211K | |
| 2 | +$2.53K | |
| 3 | +$2.52K | |
| 4 |
NextEra Energy
NEE
|
+$2.5K |
| 5 |
Home Depot
HD
|
+$2.5K |
Sector Composition
| 1 | Industrials | 18.92% |
| 2 | Healthcare | 17.48% |
| 3 | Consumer Discretionary | 16.48% |
| 4 | Financials | 12% |
| 5 | Technology | 11.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Home Depot
HD
$374B
| $443K | 9.4% |
1,596
-9
|
|
||
2
McDonald's
MCD
$210B
| $334K | 7.08% |
1,520
-11
|
|
||
3
Amgen
AMGN
$158B
| $324K | 6.87% |
1,275
|
|
||
4
Microsoft
MSFT
$3.85T
| $308K | 6.53% |
1,466
-12
|
|
||
5
Cummins
CMI
$60.7B
| $306K | 6.49% |
1,451
-12
|
|
||
6
Lockheed Martin
LMT
$113B
| $306K | 6.49% |
797
|
|
||
7
Crown Castle
CCI
$38.7B
| $293K | 6.21% |
1,757
|
|
||
|
8
NextEra Energy
NEE
$170B
| $282K | 5.98% |
4,064
-36
|
|
||
9
Honeywell
HON
$126B
| $280K | 5.94% |
1,699
-15
|
|
||
10
JPMorgan Chase
JPM
$845B
| $266K | 5.64% |
2,761
|
|
||
11
Johnson & Johnson
JNJ
$452B
| $264K | 5.6% |
1,772
|
|
||
12
Qualcomm
QCOM
$194B
| $253K | 5.37% |
+2,153
|
|
||
13
AbbVie
ABBV
$377B
| $236K | 5.01% |
2,694
|
|
||
14
Equity Lifestyle Properties
ELS
$11.8B
| $233K | 4.94% |
3,804
|
|
||
15
PepsiCo
PEP
$197B
| $225K | 4.77% |
1,624
|
|
||
16
Regions Financial
RF
$21.5B
| $159K | 3.37% |
13,816
|
|
||
17
Huntington Bancshares
HBAN
$23.9B
| $141K | 2.99% |
15,355
|
|
||
18
Energy Transfer Partners
ET
$57.7B
| $62K | 1.32% |
11,424
|
|
||
19
Cisco
CSCO
$292B
| – | – |
-4,516
|
|