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
$320M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$2.95M
4
MSFT icon
Microsoft
MSFT
+$2.59M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$3.01M
2
+$2.34M
3
+$2.22M
4
WFC icon
Wells Fargo
WFC
+$1.66M
5
BIIB icon
Biogen
BIIB
+$1.63M

Sector Composition

1 Healthcare 20.13%
2 Technology 15.97%
3 Consumer Discretionary 11.93%
4 Financials 9.5%
5 Real Estate 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.44%
25,999
-30,543
77
$1.31M 0.41%
32,492
+7,072
78
$1.29M 0.4%
7,187
-7,732
79
$1.26M 0.39%
+7,750
80
$1.24M 0.39%
48,544
-15,206
81
$1.22M 0.38%
26,965
-8,445
82
$1.19M 0.37%
17,382
-8,364
83
$1.08M 0.34%
10,280
-3,650
84
$924K 0.29%
19,440
-12,168
85
$910K 0.28%
21,250
-18,825
86
$873K 0.27%
+13,500
87
$816K 0.25%
+12,360
88
$761K 0.24%
25,705
-3,845
89
$733K 0.23%
7,139
+104
90
$711K 0.22%
8,402
-4,017
91
$683K 0.21%
17,550
-30,245
92
$590K 0.18%
15,560
-79,300
93
$569K 0.18%
5,457
94
$507K 0.16%
6,745
95
$480K 0.15%
77,000
-169,375
96
$477K 0.15%
2,329
-48
97
$458K 0.14%
33,321
-12,699
98
$423K 0.13%
3,736
+801
99
$327K 0.1%
1,606
-1,017
100
$310K 0.1%
5,622
+88
1 2 3
4
5