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
$165M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$57.5K
2
+$55.4K
3
+$51K
4
NKE icon
Nike
NKE
+$26.7K
5
TJX icon
TJX Companies
TJX
+$9.88K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$268K
4
ULTA icon
Ulta Beauty
ULTA
+$243K
5
SBUX icon
Starbucks
SBUX
+$238K

Sector Composition

1 Financials 19.85%
2 Technology 19.6%
3 Healthcare 18.68%
4 Consumer Discretionary 13.46%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-845
77
– –
-1,365
78
– –
-156
79
– –
-74,251
1 2 3
4