FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
1-Year Return
11.17%
This Quarter Return
+6.29%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$176M
AUM Growth
+$11.5M
(+7%)
Cap. Flow
+$2.61M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
31.53%
Holding
73
New
–
Increased
26
Reduced
16
Closed
1
Top Buys
| 1 |
RTN
Raytheon Company
RTN
|
+$2.08M |
| 2 |
Honeywell
HON
|
+$359K |
| 3 |
Microsoft
MSFT
|
+$86.7K |
| 4 |
MON
Monsanto Co
MON
|
+$71.3K |
| 5 |
Gilead Sciences
GILD
|
+$68K |
Top Sells
| 1 |
GE Aerospace
GE
|
+$365K |
| 2 |
Charles Schwab
SCHW
|
+$48.5K |
| 3 |
Texas Instruments
TXN
|
+$33.1K |
| 4 |
McDonald's
MCD
|
+$28.9K |
| 5 |
Visa
V
|
+$27.8K |
Sector Composition
| 1 | Financials | 20.34% |
| 2 | Technology | 19.87% |
| 3 | Healthcare | 17.12% |
| 4 | Consumer Discretionary | 13.82% |
| 5 | Consumer Staples | 7.59% |
