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
$11M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$425K
2
+$384K
3
+$377K
4
AAPL icon
Apple
AAPL
+$357K
5
PRU icon
Prudential Financial
PRU
+$348K

Sector Composition

1 Technology 20.96%
2 Financials 18.58%
3 Healthcare 12.16%
4 Consumer Discretionary 10.07%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$235K 2.13%
19,678
-19,340
27
$231K 2.1%
3,080
-320
28
$211K 1.92%
1,946
-1,962
29
$208K 1.89%
1,314
-818
30
– –
-6,186
31
– –
-3,760
32
– –
-1,514
33
– –
-1,577
34
– –
-53,600
35
– –
-3,439
36
– –
-4,565
37
– –
-1,137
38
– –
-825
39
– –
-835
40
– –
-1,356
41
– –
-8,810
42
– –
-3,040
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