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
$165M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.43M
3
+$1.32M
4
MCK icon
McKesson
MCK
+$666K
5
WBD icon
Warner Bros
WBD
+$329K

Top Sells

1
+$3.99M
2
+$3.57M
3
+$1.11M
4
GD icon
General Dynamics
GD
+$1.09M
5
AAPL icon
Apple
AAPL
+$1.03M

Sector Composition

1 Financials 19.15%
2 Technology 19.06%
3 Healthcare 18.92%
4 Consumer Discretionary 11.8%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$318K 0.19%
11,605
-8,495
77
$274K 0.17%
16,536
-18,161
78
$225K 0.14%
860
-605
79
$9K 0.01%
156
80
– –
-9,578
81
– –
-810
82
– –
-3,300
83
– –
-6,328
84
– –
-4,643
85
– –
-26,412
86
– –
-54,770
87
– –
-950
88
– –
-34,766
89
– –
-4,097
90
– –
-3,215
91
– –
-6,390
1 2 3
4