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
$22.2M
AUM Growth
+$133K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$202K
3
+$201K

Top Sells

1
+$57K
2
+$53.5K
3
+$51.4K
4
CSCO icon
Cisco
CSCO
+$50.9K
5
BG icon
Bunge Global
BG
+$48.8K

Sector Composition

1 Technology 22.13%
2 Financials 20.3%
3 Industrials 12.57%
4 Healthcare 12.47%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$431K 1.94%
6,361
-504
27
$425K 1.91%
6,186
-710
28
$377K 1.69%
53,600
-1,200
29
$367K 1.65%
9,820
-170
30
$348K 1.56%
3,439
-393
31
$348K 1.56%
8,810
-165
32
$341K 1.53%
3,400
-60
33
$310K 1.39%
2,132
-179
34
$278K 1.25%
4,565
-725
35
$259K 1.16%
1,577
-219
36
$253K 1.14%
3,040
-111
37
$242K 1.09%
1,514
-247
38
$227K 1.02%
3,760
-100
39
$222K 1%
835
-30
40
$204K 0.92%
+1,356
41
$202K 0.91%
+1,137
42
$201K 0.9%
+825
1
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