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
$257M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.89M
3
+$1.8M
4
BA icon
Boeing
BA
+$1.53M
5
GME icon
GameStop
GME
+$1.19M

Top Sells

1
+$2.49M
2
+$2.05M
3
+$2.03M
4
KO icon
Coca-Cola
KO
+$1.65M
5
NFLX icon
Netflix
NFLX
+$1.54M

Sector Composition

1 Technology 21.89%
2 Healthcare 18.42%
3 Financials 12.32%
4 Consumer Discretionary 11.9%
5 Real Estate 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 1.49%
91,200
-16,200
27
$3.81M 1.48%
34,236
-7,867
28
$3.72M 1.45%
87,860
-2,444
29
$3.7M 1.44%
53,094
-1,101
30
$3.65M 1.42%
92,949
-3,084
31
$3.6M 1.4%
40,485
-2,022
32
$3.6M 1.4%
51,791
-19,006
33
$3.3M 1.29%
23,600
-2,420
34
$3.27M 1.27%
62,054
-1,587
35
$2.96M 1.15%
37,442
-2,039
36
$2.94M 1.14%
109,037
-680
37
$2.92M 1.14%
17,533
-336
38
$2.89M 1.13%
45,818
-5,798
39
$2.78M 1.08%
21,581
-424
40
$2.58M 1.01%
93,521
-9,036
41
$2.48M 0.97%
20,300
-1,710
42
$2.45M 0.96%
59,854
-4,080
43
$2.38M 0.93%
18,773
-844
44
$2.31M 0.9%
51,501
-4,056
45
$2.27M 0.89%
56,560
-19,820
46
$2.18M 0.85%
32,704
+4,992
47
$2.17M 0.85%
30,717
-4,075
48
$2.12M 0.83%
13,164
+550
49
$2.11M 0.82%
23,922
-1,329
50
$2.1M 0.82%
13,521
-974
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