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
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$57.5K
2
+$55.4K
3
+$51K
4
NKE icon
Nike
NKE
+$26.7K
5
TJX icon
TJX Companies
TJX
+$9.88K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$268K
4
ULTA icon
Ulta Beauty
ULTA
+$243K
5
SBUX icon
Starbucks
SBUX
+$238K

Sector Composition

1 Financials 19.85%
2 Technology 19.6%
3 Healthcare 18.68%
4 Consumer Discretionary 13.46%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$591K 0.36%
22,653
-2,678
52
$582K 0.35%
13,688
53
$570K 0.35%
5,697
54
$555K 0.34%
8,506
-2,190
55
$554K 0.34%
16,484
-2,105
56
$554K 0.34%
10,664
-1,910
57
$540K 0.33%
4,599
-641
58
$530K 0.32%
21,840
-2,360
59
$520K 0.32%
6,503
-800
60
$512K 0.31%
7,201
-1,000
61
$484K 0.29%
27,860
-5,961
62
$468K 0.28%
2,736
-89
63
$404K 0.25%
90,400
-3,880
64
$365K 0.22%
3,154
-1,440
65
$341K 0.21%
18,810
-1,130
66
$326K 0.2%
5,060
-268
67
$323K 0.2%
6,720
68
$305K 0.19%
13,003
-86
69
$285K 0.17%
1,454
-77
70
$257K 0.16%
1,784
-199
71
$251K 0.15%
2,466
72
$214K 0.13%
6,564
-1,613
73
$51K 0.03%
+274
74
– –
-17,902
75
– –
-4,086
1 2
3
4