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
$320M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$2.95M
4
MSFT icon
Microsoft
MSFT
+$2.59M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$3.01M
2
+$2.34M
3
+$2.22M
4
WFC icon
Wells Fargo
WFC
+$1.66M
5
BIIB icon
Biogen
BIIB
+$1.63M

Sector Composition

1 Healthcare 20.13%
2 Technology 15.97%
3 Consumer Discretionary 11.93%
4 Financials 9.5%
5 Real Estate 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.89%
106,681
-887
52
$2.77M 0.87%
32,585
-1,932
53
$2.69M 0.84%
235,320
+31,800
54
$2.67M 0.83%
34,683
+535
55
$2.66M 0.83%
26,130
+10,260
56
$2.64M 0.82%
29,932
-177
57
$2.6M 0.81%
52,034
-2,950
58
$2.56M 0.8%
32,897
-624
59
$2.48M 0.78%
36,545
-2,441
60
$2.44M 0.76%
23,327
-105
61
$2.4M 0.75%
+16,070
62
$2.25M 0.7%
23,335
-68
63
$2.24M 0.7%
87,112
+335
64
$2.21M 0.69%
10,186
-85
65
$2.2M 0.69%
25,963
-131
66
$2.14M 0.67%
21,544
+951
67
$2.08M 0.65%
1,632
+569
68
$2.07M 0.65%
53,460
-650
69
$1.97M 0.62%
19,977
+67
70
$1.96M 0.61%
10,625
-2,370
71
$1.93M 0.6%
56,557
-924
72
$1.9M 0.59%
+21,155
73
$1.83M 0.57%
18,535
+326
74
$1.65M 0.51%
23,985
+3,600
75
$1.43M 0.45%
16,552
+2
1 2
3
4 5