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
$166M
AUM Growth
+$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$200K
3
+$64.7K
4
GILD icon
Gilead Sciences
GILD
+$32.3K
5
ORCL icon
Oracle
ORCL
+$30.6K

Top Sells

1
+$947K
2
+$814K
3
+$723K
4
MCD icon
McDonald's
MCD
+$488K
5
SYK icon
Stryker
SYK
+$329K

Sector Composition

1 Healthcare 19.33%
2 Financials 19.02%
3 Technology 18.84%
4 Consumer Discretionary 13.6%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 2.07%
52,202
-1,553
27
$3.25M 1.96%
29,490
-177
28
$3.05M 1.84%
37,871
-103
29
$2.95M 1.78%
17,902
+15
30
$2.86M 1.73%
31,333
-2,611
31
$2.54M 1.53%
35,889
+456
32
$2.49M 1.5%
18,750
-401
33
$2.45M 1.48%
52,700
-3,940
34
$2.44M 1.48%
16,746
-381
35
$2.25M 1.36%
18,187
-361
36
$2.19M 1.32%
33,295
-151
37
$2.01M 1.21%
47,050
-114
38
$1.99M 1.2%
37,019
-17,640
39
$1.98M 1.19%
16,723
+547
40
$1.92M 1.16%
74,251
-31,493
41
$1.27M 0.77%
35,212
-20,084
42
$823K 0.5%
11,356
-2,279
43
$729K 0.44%
3,688
-1,345
44
$716K 0.43%
10,696
-2,842
45
$686K 0.41%
25,331
-4,910
46
$682K 0.41%
46,553
-11,781
47
$682K 0.41%
13,135
-2,670
48
$680K 0.41%
5,137
-992
49
$661K 0.4%
11,932
-2,717
50
$648K 0.39%
2,332
-472
1
2
3 4