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
$176M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$359K
3
+$86.7K
4
MON
Monsanto Co
MON
+$71.3K
5
GILD icon
Gilead Sciences
GILD
+$68K

Top Sells

1
+$365K
2
+$48.5K
3
+$33.1K
4
MCD icon
McDonald's
MCD
+$28.9K
5
V icon
Visa
V
+$27.8K

Sector Composition

1 Financials 20.34%
2 Technology 19.87%
3 Healthcare 17.12%
4 Consumer Discretionary 13.82%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.9%
32,068
+371
27
$3.32M 1.89%
31,083
+223
28
$3.24M 1.84%
37,346
+606
29
$2.82M 1.6%
38,891
+339
30
$2.82M 1.6%
17,863
-87
31
$2.72M 1.54%
51,680
+240
32
$2.72M 1.54%
16,041
-61
33
$2.69M 1.53%
17,607
-26
34
$2.69M 1.53%
37,548
+949
35
$2.64M 1.5%
35,915
-248
36
$2.31M 1.31%
32,783
+41
37
$2.22M 1.26%
45,481
-36
38
$2.13M 1.21%
11,332
+11,058
39
$2.01M 1.14%
17,181
+611
40
$1.47M 0.84%
34,824
41
$987K 0.56%
10,207
-65
42
$902K 0.51%
3,058
43
$765K 0.43%
44,260
44
$724K 0.41%
11,932
45
$720K 0.41%
11,144
46
$714K 0.41%
2,225
47
$701K 0.4%
3,971
48
$684K 0.39%
4,895
49
$670K 0.38%
12,509
50
$647K 0.37%
13,010
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2
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