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
$21.1M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$410K
3
+$351K

Top Sells

1
+$6.66M
2
+$6.06M
3
+$5.84M
4
SYK icon
Stryker
SYK
+$5.43M
5
V icon
Visa
V
+$5.33M

Sector Composition

1 Technology 20.35%
2 Financials 20.05%
3 Industrials 12.06%
4 Healthcare 11.82%
5 Real Estate 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$382K 1.81%
10,860
-2,143
27
$370K 1.76%
63,840
-21,800
28
$368K 1.75%
2,304
-432
29
$360K 1.71%
12,190
-6,620
30
$353K 1.68%
6,050
-1,151
31
$351K 1.67%
+23,228
32
$336K 1.59%
23,648
-4,212
33
$325K 1.54%
2,239
-32,070
34
$320K 1.52%
4,420
-1,880
35
$287K 1.36%
5,540
-46,140
36
$263K 1.25%
3,903
-1,157
37
$262K 1.24%
1,751
-40,509
38
$256K 1.22%
1,848
-31,741
39
$253K 1.2%
1,180
-274
40
$242K 1.15%
1,501
-33,690
41
$240K 1.14%
1,404
-380
42
$235K 1.12%
1,137
-22,966
43
$227K 1.08%
1,897
-44,525
44
$220K 1.04%
3,394
-47,334
45
$203K 0.96%
2,025
-441
46
– –
-81,750
47
– –
-17,607
48
– –
-9,928
49
– –
-29,999
50
– –
-38,891
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