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
$165M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.42M
3
+$1.31M
4
MCK icon
McKesson
MCK
+$674K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$342K

Top Sells

1
+$3.99M
2
+$3.57M
3
+$1.13M
4
GS icon
Goldman Sachs
GS
+$1.11M
5
GD icon
General Dynamics
GD
+$1.09M

Sector Composition

1 Financials 19.15%
2 Technology 19.06%
3 Healthcare 18.92%
4 Consumer Discretionary 11.8%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$814K 0.49%
15,805
-4,601
52
$771K 0.47%
22,820
-7,466
53
$769K 0.47%
9,995
-4,185
54
$763K 0.46%
5,339
-1,463
55
$763K 0.46%
6,129
-1,706
56
$750K 0.45%
19,458
-6,760
57
$750K 0.45%
2,804
-934
58
$711K 0.43%
15,099
-4,416
59
$709K 0.43%
6,607
-5,160
60
$704K 0.43%
4,654
-1,408
61
$671K 0.41%
30,660
-32,600
62
$670K 0.41%
9,004
-3,003
63
$667K 0.4%
4,068
-1,142
64
$667K 0.4%
14,918
+3,724
65
$557K 0.34%
3,923
-6,108
66
$534K 0.32%
3,254
-2,335
67
$457K 0.28%
10,300
-14,180
68
$416K 0.25%
152,800
-127,920
69
$395K 0.24%
26,720
-26,780
70
$386K 0.23%
1,354
-1,516
71
$379K 0.23%
2,037
-1,418
72
$368K 0.22%
3,057
-2,173
73
$357K 0.22%
7,159
-5,751
74
$342K 0.21%
3,494
-3,921
75
$333K 0.2%
5,709
-4,446
1 2
3
4