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
$333M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.04M
3
+$3.02M
4
GM icon
General Motors
GM
+$2.92M
5
WBA
Walgreens Boots Alliance
WBA
+$2.82M

Top Sells

1
+$3.2M
2
+$2.96M
3
+$2.8M
4
MELI icon
Mercado Libre
MELI
+$2.02M
5
GE icon
GE Aerospace
GE
+$2.01M

Sector Composition

1 Healthcare 19.8%
2 Technology 13.91%
3 Consumer Discretionary 10.53%
4 Energy 8.84%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.85%
+33,250
52
$2.76M 0.83%
+71,895
53
$2.72M 0.82%
62,066
-10,942
54
$2.61M 0.78%
33,353
-3,703
55
$2.6M 0.78%
94,378
+18,570
56
$2.58M 0.77%
58,175
+18,150
57
$2.58M 0.77%
+5,705
58
$2.55M 0.76%
33,196
-8,004
59
$2.5M 0.75%
14,516
-1,299
60
$2.47M 0.74%
+40,754
61
$2.4M 0.72%
36,039
-2,737
62
$2.38M 0.72%
24,600
-3,317
63
$2.35M 0.7%
71,263
-2,878
64
$2.33M 0.7%
66,468
-9,286
65
$2.3M 0.69%
24,560
-2,678
66
$2.3M 0.69%
26,824
-3,625
67
$2.27M 0.68%
22,914
-2,094
68
$2.24M 0.67%
22,775
-4,153
69
$2.21M 0.66%
66,706
-537
70
$2.18M 0.65%
10,728
-281
71
$2.06M 0.62%
84,999
-4,006
72
$2.05M 0.61%
18,204
-1,273
73
$2.02M 0.61%
+29,836
74
$2.02M 0.6%
27,326
-888
75
$2.01M 0.6%
8,044
-200
1 2
3
4 5