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
$184M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.09M
3
+$1.05M
4
MET icon
MetLife
MET
+$937K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578K

Top Sells

1
+$8.21M
2
+$3.92M
3
+$3.51M
4
META icon
Meta Platforms (Facebook)
META
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.88M

Sector Composition

1 Technology 19.48%
2 Financials 17.99%
3 Healthcare 17.93%
4 Consumer Discretionary 11.53%
5 Energy 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.63%
10,031
-26,429
52
$1.12M 0.61%
63,260
-198,500
53
$1.11M 0.6%
4,643
-8,521
54
$1.09M 0.59%
6,328
-7,193
55
$1.09M 0.59%
+19,761
56
$1.07M 0.58%
14,180
-16,537
57
$1.05M 0.57%
+20,406
58
$1.03M 0.56%
11,900
-9,315
59
$1.03M 0.56%
6,802
-4,352
60
$1.02M 0.56%
6,575
-5,046
61
$945K 0.51%
26,218
-227,900
62
$937K 0.51%
+19,515
63
$934K 0.51%
3,738
-2,384
64
$927K 0.5%
12,007
-7,249
65
$918K 0.5%
24,480
-66,720
66
$915K 0.5%
30,286
-22,619
67
$903K 0.49%
7,835
-5,567
68
$894K 0.49%
5,589
-18,011
69
$828K 0.45%
6,062
-4,970
70
$762K 0.41%
5,210
-4,476
71
$749K 0.41%
280,720
-255,280
72
$732K 0.4%
2,870
-3,645
73
$662K 0.36%
53,500
-60,700
74
$622K 0.34%
3,455
-1,895
75
$579K 0.31%
20,100
-12,900
1 2
3
4 5