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
$320M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$2.95M
4
MSFT icon
Microsoft
MSFT
+$2.59M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$3.01M
2
+$2.34M
3
+$2.22M
4
WFC icon
Wells Fargo
WFC
+$1.66M
5
BIIB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.09%
3,536
+92
102
$267K 0.08%
5,296
103
$226K 0.07%
3,000
-29,462
104
$201K 0.06%
7,750
-10,200
105
$175K 0.05%
100,047
-106,900
106
$148K 0.05%
10,500
-2,000
107
– –
0
108
$10K ﹤0.01%
156
109
– –
-7,166
110
– –
-5,575
111
– –
-32,565
112
– –
-21,989
113
– –
-4,001
114
– –
-198,300
115
– –
-34,330
116
– –
-12,297
117
– –
-6,950
1 2 3 4
5