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
+$1.7M
2
+$1.42M
3
+$1.31M
4
MCK icon
McKesson
MCK
+$674K
5
WBD icon
Warner Bros
WBD
+$342K

Top Sells

1
+$3.99M
2
+$3.57M
3
+$1.13M
4
GS icon
Goldman Sachs
GS
+$1.11M
5
GD icon
General Dynamics
GD
+$1.09M

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
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-54,770
81
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-950
82
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-810
83
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-9,578
84
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-3,300
85
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-6,328
86
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-4,643
87
– –
-26,412
88
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-6,390
89
– –
-34,766
90
– –
-4,097
91
– –
-3,215
1 2 3
4