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
$257M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.89M
3
+$1.8M
4
BA icon
Boeing
BA
+$1.53M
5
GME icon
GameStop
GME
+$1.19M

Top Sells

1
+$2.49M
2
+$2.05M
3
+$2.03M
4
KO icon
Coca-Cola
KO
+$1.65M
5
NFLX icon
Netflix
NFLX
+$1.54M

Sector Composition

1 Technology 21.89%
2 Healthcare 18.42%
3 Financials 12.32%
4 Consumer Discretionary 11.9%
5 Real Estate 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.78%
21,215
-4,975
52
$1.99M 0.78%
74,940
-76,620
53
$1.96M 0.76%
+44,321
54
$1.95M 0.76%
36,195
-1,115
55
$1.91M 0.75%
18,585
-1,630
56
$1.89M 0.74%
+58,976
57
$1.8M 0.7%
+46,800
58
$1.79M 0.7%
17,512
-783
59
$1.74M 0.68%
32,087
+3,370
60
$1.73M 0.67%
39,437
-16,900
61
$1.72M 0.67%
102,563
+14,561
62
$1.68M 0.65%
52,905
-3,195
63
$1.62M 0.63%
9,686
-500
64
$1.58M 0.62%
11,154
-1,085
65
$1.58M 0.62%
13,402
-624
66
$1.55M 0.6%
6,515
-4,485
67
$1.53M 0.6%
+11,621
68
$1.53M 0.6%
19,256
-2,530
69
$1.47M 0.57%
148,912
-8,788
70
$1.47M 0.57%
6,122
-3,623
71
$1.45M 0.57%
18,000
72
$1.41M 0.55%
11,032
-1,374
73
$1.4M 0.54%
17,317
-18,543
74
$1.29M 0.5%
3,210
-1,600
75
$1.19M 0.46%
+172,800
1 2
3
4 5