FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
1-Year Return
11.17%
This Quarter Return
+7.69%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$320M
AUM Growth
+$20.9M
(+7%)
Cap. Flow
+$3M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
24.96%
Holding
117
New
8
Increased
41
Reduced
54
Closed
9
Top Buys
| 1 |
Home Depot
HD
|
$3.07M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.05M |
| 3 |
General Dynamics
GD
|
$2.95M |
| 4 |
Microsoft
MSFT
|
$2.59M |
| 5 |
GE Aerospace
GE
|
$2.4M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.01M |
| 2 |
LNKD
LinkedIn Corporation
LNKD
|
$2.34M |
| 3 |
EQM
EQM Midstream Partners, LP
EQM
|
$2.22M |
| 4 |
Wells Fargo
WFC
|
$1.66M |
| 5 |
Biogen
BIIB
|
$1.63M |
Sector Composition
| 1 | Healthcare | 20.13% |
| 2 | Technology | 15.97% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Financials | 9.5% |
| 5 | Real Estate | 7.8% |
