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
$7.54M
AUM Growth
+$504K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$253K
3
+$245K
4
NEE icon
NextEra Energy
NEE
+$71.5K
5
CVX icon
Chevron
CVX
+$50.6K

Top Sells

1
+$274K
2
+$243K
3
+$114K
4
ABBV icon
AbbVie
ABBV
+$24.4K
5
LMT icon
Lockheed Martin
LMT
+$9.1K

Sector Composition

1 Financials 19.44%
2 Industrials 16.58%
3 Technology 11.71%
4 Healthcare 11.15%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,112
27
– –
-4,623
1
2