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
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$57.5K
2
+$55.4K
3
+$51K
4
NKE icon
Nike
NKE
+$26.7K
5
TJX icon
TJX Companies
TJX
+$9.88K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$268K
4
ULTA icon
Ulta Beauty
ULTA
+$243K
5
SBUX icon
Starbucks
SBUX
+$238K

Sector Composition

1 Financials 19.85%
2 Technology 19.6%
3 Healthcare 18.68%
4 Consumer Discretionary 13.46%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 2.13%
50,285
-1,917
27
$3.2M 1.94%
61,634
+515
28
$3.13M 1.9%
38,552
+681
29
$2.96M 1.8%
36,599
+710
30
$2.95M 1.79%
30,860
-473
31
$2.55M 1.55%
17,950
-800
32
$2.52M 1.53%
16,102
-644
33
$2.5M 1.52%
51,440
-1,260
34
$2.38M 1.45%
17,633
-554
35
$2.32M 1.41%
36,163
-856
36
$2.25M 1.37%
32,742
-553
37
$2.1M 1.27%
45,517
-1,533
38
$1.99M 1.21%
16,570
-153
39
$1.34M 0.82%
34,824
-388
40
$913K 0.55%
10,272
-1,084
41
$777K 0.47%
3,058
-630
42
$691K 0.42%
3,704
43
$691K 0.42%
2,225
-107
44
$674K 0.41%
44,260
-2,293
45
$670K 0.41%
12,509
-626
46
$667K 0.41%
3,971
47
$666K 0.4%
11,144
48
$658K 0.4%
11,932
49
$636K 0.39%
4,895
-242
50
$611K 0.37%
13,010
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2
3 4