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
$166M
AUM Growth
+$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$200K
3
+$64.7K
4
GILD icon
Gilead Sciences
GILD
+$32.3K
5
ORCL icon
Oracle
ORCL
+$30.6K

Top Sells

1
+$947K
2
+$814K
3
+$723K
4
MCD icon
McDonald's
MCD
+$488K
5
SYK icon
Stryker
SYK
+$329K

Sector Composition

1 Healthcare 19.33%
2 Financials 19.02%
3 Technology 18.84%
4 Consumer Discretionary 13.6%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$644K 0.39%
3,971
-683
52
$638K 0.39%
3,704
-364
53
$632K 0.38%
11,144
-3,795
54
$616K 0.37%
12,574
-2,525
55
$607K 0.37%
33,821
-7,674
56
$595K 0.36%
4,594
-745
57
$591K 0.36%
13,688
-5,770
58
$591K 0.36%
13,010
-1,908
59
$584K 0.35%
8,201
-1,794
60
$582K 0.35%
18,589
-4,231
61
$571K 0.34%
5,697
-3,185
62
$570K 0.34%
7,303
-1,701
63
$564K 0.34%
24,200
-6,460
64
$547K 0.33%
5,240
-1,367
65
$427K 0.26%
2,825
-1,098
66
$341K 0.21%
94,280
-58,520
67
$325K 0.2%
6,720
-3,580
68
$307K 0.19%
5,328
-1,831
69
$298K 0.18%
19,940
-6,780
70
$293K 0.18%
13,089
-3,447
71
$284K 0.17%
1,531
-1,723
72
$268K 0.16%
1,983
-1,074
73
$256K 0.15%
8,177
-3,428
74
$243K 0.15%
845
-509
75
$238K 0.14%
4,086
-1,623
1 2
3
4