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
$333M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.04M
3
+$3.02M
4
GM icon
General Motors
GM
+$2.92M
5
WBA
Walgreens Boots Alliance
WBA
+$2.82M

Top Sells

1
+$3.2M
2
+$2.96M
3
+$2.8M
4
MELI icon
Mercado Libre
MELI
+$2.02M
5
GE icon
GE Aerospace
GE
+$2.01M

Sector Composition

1 Healthcare 19.8%
2 Technology 13.91%
3 Consumer Discretionary 10.53%
4 Energy 8.84%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.59%
45,600
+668
77
$1.86M 0.56%
34,925
-4,183
78
$1.82M 0.55%
33,629
+347
79
$1.8M 0.54%
74,070
-12,060
80
$1.79M 0.54%
27,770
+7,250
81
$1.72M 0.52%
14,700
+1,925
82
$1.64M 0.49%
55,700
+4,850
83
$1.6M 0.48%
+10,625
84
$1.58M 0.47%
36,432
+2,840
85
$1.56M 0.47%
23,647
-2,736
86
$1.47M 0.44%
30,141
+11,128
87
$1.47M 0.44%
27,917
-11,798
88
$1.3M 0.39%
31,416
-6,609
89
$1.25M 0.38%
+67,360
90
$1.19M 0.36%
4,655
-7,055
91
$1.16M 0.35%
7,755
-1,000
92
$1.04M 0.31%
71,814
+9,253
93
$1.01M 0.3%
5,369
+4,252
94
$974K 0.29%
18,722
+241
95
$910K 0.27%
19,194
-25,284
96
$795K 0.24%
8,000
-15,001
97
$741K 0.22%
8,723
-906
98
$708K 0.21%
7,035
-337
99
$641K 0.19%
353,175
+4,425
100
$623K 0.19%
61,584
-39,362
2 3
4
5 6