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
$184M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.09M
3
+$1.05M
4
MET icon
MetLife
MET
+$937K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578K

Top Sells

1
+$8.21M
2
+$3.92M
3
+$3.51M
4
META icon
Meta Platforms (Facebook)
META
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.88M

Sector Composition

1 Technology 19.48%
2 Financials 17.99%
3 Healthcare 17.93%
4 Consumer Discretionary 11.53%
5 Energy 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.76%
63,853
+1,799
27
$3.13M 1.7%
39,640
-845
28
$2.82M 1.53%
71,160
+14,600
29
$2.71M 1.47%
50,186
-1,315
30
$2.64M 1.43%
36,846
-596
31
$2.58M 1.4%
93,995
-15,042
32
$2.51M 1.36%
86,620
-82,212
33
$2.32M 1.26%
20,233
-34,174
34
$2.29M 1.24%
19,541
-759
35
$2.28M 1.24%
57,758
-2,096
36
$2.03M 1.1%
+22,010
37
$1.99M 1.08%
35,174
-1,021
38
$1.95M 1.06%
18,087
-686
39
$1.94M 1.05%
57,259
-1,717
40
$1.87M 1.02%
13,338
-4,195
41
$1.79M 0.97%
17,038
-474
42
$1.64M 0.89%
18,992
-13,712
43
$1.51M 0.82%
55,861
-37,660
44
$1.49M 0.81%
23,753
-22,065
45
$1.44M 0.78%
10,754
-10,827
46
$1.39M 0.75%
96,636
-52,276
47
$1.39M 0.75%
11,767
-6,818
48
$1.33M 0.72%
24,312
-15,125
49
$1.31M 0.71%
25,466
-18,855
50
$1.26M 0.68%
65,315
-37,248
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