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
$166M
AUM Growth
+$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$200K
3
+$64.7K
4
GILD icon
Gilead Sciences
GILD
+$32.3K
5
ORCL icon
Oracle
ORCL
+$30.6K

Top Sells

1
+$947K
2
+$814K
3
+$723K
4
MCD icon
McDonald's
MCD
+$488K
5
SYK icon
Stryker
SYK
+$329K

Sector Composition

1 Healthcare 19.33%
2 Financials 19.02%
3 Technology 18.84%
4 Consumer Discretionary 13.6%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.14%
2,466
-1,028
77
$218K 0.13%
1,365
-672
78
$7K ﹤0.01%
156
79
– –
-860
1 2 3
4