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
$257M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.67M
3
+$1.53M
4
STX icon
Seagate
STX
+$1.52M
5
GME icon
GameStop
GME
+$1.26M

Top Sells

1
+$2.57M
2
+$1.99M
3
+$1.75M
4
KO icon
Coca-Cola
KO
+$1.65M
5
WBA
Walgreens Boots Alliance
WBA
+$1.51M

Sector Composition

1 Technology 21.89%
2 Healthcare 18.42%
3 Financials 12.32%
4 Consumer Discretionary 11.9%
5 Real Estate 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-36,425
102
– –
-10,145
103
– –
-23,275
1 2 3 4
5