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
$184M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.09M
3
+$1.05M
4
MET icon
MetLife
MET
+$937K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578K

Top Sells

1
+$8.21M
2
+$3.92M
3
+$3.51M
4
META icon
Meta Platforms (Facebook)
META
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.88M

Sector Composition

1 Technology 19.48%
2 Financials 17.99%
3 Healthcare 17.93%
4 Consumer Discretionary 11.53%
5 Energy 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$564K 0.31%
10,155
-21,932
77
$554K 0.3%
7,415
-3,425
78
$550K 0.3%
26,412
-48,528
79
$540K 0.29%
5,230
-4,325
80
$526K 0.29%
+11,194
81
$518K 0.28%
34,697
-56,743
82
$466K 0.25%
12,910
-13,725
83
$349K 0.19%
950
-2,260
84
$339K 0.18%
4,097
-13,220
85
$300K 0.16%
1,465
-745
86
$260K 0.14%
3,300
-6,200
87
$244K 0.13%
6,390
-40,410
88
$235K 0.13%
9,578
-30,430
89
$233K 0.13%
3,215
-6,960
90
$230K 0.12%
810
-484
91
$10K 0.01%
156
92
– –
-23,922
93
– –
-31,150
94
– –
-9,300
95
– –
-4,379
96
– –
-119,500
97
– –
-172,800
98
– –
-18,000
99
– –
0
100
– –
-33,501
1 2 3
4
5