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
$333M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.04M
3
+$3.02M
4
GM icon
General Motors
GM
+$2.92M
5
WBA
Walgreens Boots Alliance
WBA
+$2.82M

Top Sells

1
+$3.2M
2
+$2.96M
3
+$2.8M
4
MELI icon
Mercado Libre
MELI
+$2.02M
5
GE icon
GE Aerospace
GE
+$2.01M

Sector Composition

1 Healthcare 19.8%
2 Technology 13.91%
3 Consumer Discretionary 10.53%
4 Energy 8.84%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 1.26%
97,477
-9,416
27
$4.14M 1.24%
43,293
-3,608
28
$4.09M 1.23%
34,587
-244
29
$4.05M 1.21%
55,026
-4,703
30
$3.92M 1.18%
96,550
-68,781
31
$3.74M 1.12%
53,999
-2,868
32
$3.71M 1.11%
38,288
-2,562
33
$3.66M 1.1%
18,430
-2,525
34
$3.64M 1.09%
97,822
-1,529
35
$3.62M 1.09%
43,339
-9,657
36
$3.6M 1.08%
34,241
-384
37
$3.51M 1.05%
42,676
+7,359
38
$3.33M 1%
42,859
+6,867
39
$3.29M 0.99%
30,378
-417
40
$3.28M 0.99%
60,375
+55,558
41
$3.23M 0.97%
+21,344
42
$3.23M 0.97%
30,182
+1,182
43
$3.22M 0.97%
21,010
+559
44
$3.22M 0.97%
104,698
+2,601
45
$3.19M 0.96%
30,399
+2,177
46
$3.08M 0.93%
52,646
+16,481
47
$3.05M 0.91%
19,054
-182
48
$2.94M 0.88%
30,974
-572
49
$2.92M 0.88%
+78,000
50
$2.86M 0.86%
90,414
+5,602
1
2
3 4 5