FWCM

First Western Capital Management Portfolio holdings

AUM $4.71M
1-Year Est. Return 11.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.1M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$410K
3
+$351K

Top Sells

1
+$6.66M
2
+$6.06M
3
+$5.84M
4
SYK icon
Stryker
SYK
+$5.43M
5
V icon
Visa
V
+$5.33M

Sector Composition

1 Technology 20.35%
2 Financials 20.05%
3 Industrials 12.06%
4 Healthcare 11.82%
5 Real Estate 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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