FWCM
First Western Capital Management Portfolio holdings
AUM
$4.72M
This Quarter Return
+2.61%
1 Year Return
+11.17%
3 Year Return
+42.99%
5 Year Return
+110.09%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-28%)
Cap. Flow
-$73.6M
Cap. Flow
% of AUM
-39.98%
Top 10 Holdings %
Top 10 Hldgs %
26.46%
Holding
104
New
5
Increased
5
Reduced
80
Closed
13
Top Buys
| 1 |
FRC
First Republic Bank
FRC
|
$2.03M |
| 2 |
Intercontinental Exchange
ICE
|
$1.58M |
| 3 |
Wells Fargo
WFC
|
$1.09M |
| 4 |
US Bancorp
USB
|
$1.05M |
| 5 |
MetLife
MET
|
$937K |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$8.21M |
| 2 |
Intuit
INTU
|
$3.92M |
| 3 |
Broadcom
AVGO
|
$3.51M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.04M |
| 5 |
UnitedHealth
UNH
|
$2.88M |
Sector Composition
| 1 | Technology | 19.48% |
| 2 | Financials | 17.99% |
| 3 | Healthcare | 17.93% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Energy | 7.41% |