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
$333M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.04M
3
+$3.02M
4
GM icon
General Motors
GM
+$2.92M
5
WBA
Walgreens Boots Alliance
WBA
+$2.82M

Top Sells

1
+$3.2M
2
+$2.96M
3
+$2.8M
4
MELI icon
Mercado Libre
MELI
+$2.02M
5
GE icon
GE Aerospace
GE
+$2.01M

Sector Composition

1 Healthcare 19.8%
2 Technology 13.91%
3 Consumer Discretionary 10.53%
4 Energy 8.84%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$591K 0.18%
7,587
102
$585K 0.18%
5,457
103
$540K 0.16%
+1,280
104
$516K 0.15%
2,499
105
$465K 0.14%
5,673
-816
106
$396K 0.12%
7,500
-2,500
107
$387K 0.12%
1,864
108
$379K 0.11%
12,400
+5,400
109
$379K 0.11%
3,275
110
$327K 0.1%
5,534
-124
111
$316K 0.09%
5,764
+626
112
$243K 0.07%
7,000
-24,554
113
$218K 0.07%
3,376
-507
114
$213K 0.06%
3,588
-802
115
$209K 0.06%
9,809
-5,208
116
$208K 0.06%
+4,390
117
$177K 0.05%
10,972
-1,641
118
$137K 0.04%
25,004
-135,428
119
– –
0
120
– –
-52,325
121
– –
-724
122
– –
-1,568
123
– –
-26,564
124
– –
-15,802
125
– –
-5,000
2 3 4
5
6