FWCM

First Western Capital Management Portfolio holdings

AUM $4.71M
1-Year Est. Return 11.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.25M
3
+$1.87M
4
ICE icon
Intercontinental Exchange
ICE
+$1.84M
5
CMI icon
Cummins
CMI
+$1.82M

Top Sells

1
+$11.3M
2
+$4.68M
3
+$4.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.85M
5
COST icon
Costco
COST
+$2.99M

Sector Composition

1 Technology 19.98%
2 Healthcare 19.52%
3 Consumer Discretionary 12.23%
4 Financials 10.9%
5 Real Estate 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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105
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107
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108
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109
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110
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111
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114
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115
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116
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117
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118
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-25,999
119
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