FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
1-Year Return
11.17%
This Quarter Return
+4.44%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$333M
AUM Growth
-$5.83M
(-1.7%)
Cap. Flow
-$15.4M
Cap. Flow
% of AUM
-4.64%
Top 10 Holdings %
Top 10 Hldgs %
23.22%
Holding
139
New
11
Increased
29
Reduced
73
Closed
20
Top Buys
| 1 |
Costco
COST
|
$3.23M |
| 2 |
McDonald's
MCD
|
$3.04M |
| 3 |
Wells Fargo
WFC
|
$3.02M |
| 4 |
General Motors
GM
|
$2.93M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$2.82M |
Top Sells
| 1 |
Intel
INTC
|
$3.2M |
| 2 |
SNDK
SANDISK CORP
SNDK
|
$2.96M |
| 3 |
Microsoft
MSFT
|
$2.8M |
| 4 |
Mercado Libre
MELI
|
$2.02M |
| 5 |
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% |
