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
$165M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.42M
3
+$1.31M
4
MCK icon
McKesson
MCK
+$674K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$342K

Top Sells

1
+$3.99M
2
+$3.57M
3
+$1.13M
4
GS icon
Goldman Sachs
GS
+$1.11M
5
GD icon
General Dynamics
GD
+$1.09M

Sector Composition

1 Financials 19.15%
2 Technology 19.06%
3 Healthcare 18.92%
4 Consumer Discretionary 11.8%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.97%
29,667
-1,303
27
$3.08M 1.86%
105,744
+11,749
28
$2.98M 1.8%
33,944
+14,952
29
$2.98M 1.8%
37,974
-1,666
30
$2.65M 1.6%
17,887
+4,549
31
$2.41M 1.46%
35,433
-1,413
32
$2.4M 1.45%
56,640
-14,520
33
$2.35M 1.42%
54,659
-3,099
34
$2.32M 1.4%
47,164
-3,022
35
$2.24M 1.35%
17,127
-960
36
$2.22M 1.35%
18,548
-993
37
$2.22M 1.34%
19,151
-1,082
38
$2M 1.21%
33,446
-1,728
39
$1.99M 1.2%
55,296
-31,324
40
$1.83M 1.11%
16,176
-862
41
$1.1M 0.67%
7,509
-3,245
42
$890K 0.54%
5,033
-1,542
43
$888K 0.54%
13,635
-10,118
44
$848K 0.51%
58,334
-38,302
45
$845K 0.51%
13,538
-11,928
46
$839K 0.51%
8,882
-3,018
47
$835K 0.51%
30,241
-25,620
48
$826K 0.5%
14,939
-9,373
49
$819K 0.5%
41,495
-23,820
50
$815K 0.49%
14,649
-5,112
1
2
3 4