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
$176M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$359K
3
+$86.7K
4
MON
Monsanto Co
MON
+$71.3K
5
GILD icon
Gilead Sciences
GILD
+$68K

Top Sells

1
+$365K
2
+$48.5K
3
+$33.1K
4
MCD icon
McDonald's
MCD
+$28.9K
5
V icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$644K 0.37%
3,704
52
$632K 0.36%
5,697
53
$631K 0.36%
16,484
54
$609K 0.35%
13,688
55
$601K 0.34%
22,653
56
$576K 0.33%
4,599
57
$569K 0.32%
6,503
58
$561K 0.32%
21,840
59
$539K 0.31%
10,664
60
$511K 0.29%
8,506
61
$511K 0.29%
7,201
62
$483K 0.27%
2,736
63
$481K 0.27%
27,860
64
$414K 0.24%
85,640
-4,760
65
$412K 0.23%
13,003
66
$368K 0.21%
6,300
-420
67
$361K 0.2%
18,810
68
$321K 0.18%
1,454
69
$320K 0.18%
5,060
70
$291K 0.17%
1,784
71
$234K 0.13%
2,466
72
$219K 0.12%
6,564
73
– –
-3,154
1 2
3