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
$257M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.89M
3
+$1.8M
4
BA icon
Boeing
BA
+$1.53M
5
GME icon
GameStop
GME
+$1.19M

Top Sells

1
+$2.49M
2
+$2.05M
3
+$2.03M
4
KO icon
Coca-Cola
KO
+$1.65M
5
NFLX icon
Netflix
NFLX
+$1.54M

Sector Composition

1 Technology 21.89%
2 Healthcare 18.42%
3 Financials 12.32%
4 Consumer Discretionary 11.9%
5 Real Estate 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.46%
26,635
-9,500
77
$1.16M 0.45%
91,440
-6,723
78
$1.13M 0.44%
114,200
-156,150
79
$1.07M 0.42%
9,555
-2,100
80
$993K 0.39%
5,350
-304
81
$971K 0.38%
40,008
-40,692
82
$918K 0.36%
536,000
-50,000
83
$883K 0.34%
119,500
-55,250
84
$859K 0.33%
33,000
-4,700
85
$825K 0.32%
10,840
-20,142
86
$811K 0.32%
9,500
-4,900
87
$765K 0.3%
31,150
-1,465
88
$732K 0.29%
9,060
-3,850
89
$685K 0.27%
33,501
-11,969
90
$664K 0.26%
15,200
-19,725
91
$620K 0.24%
10,175
-7,515
92
$439K 0.17%
9,300
-700
93
$430K 0.17%
2,210
-1,360
94
$407K 0.16%
4,379
-26,825
95
$405K 0.16%
+1,294
96
$367K 0.14%
7,500
-500
97
$243K 0.09%
5,674
98
$12K ﹤0.01%
156
99
– –
0
100
– –
-36,425
1 2 3
4
5