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
$184M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.09M
3
+$1.05M
4
MET icon
MetLife
MET
+$937K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578K

Top Sells

1
+$8.21M
2
+$3.92M
3
+$3.51M
4
META icon
Meta Platforms (Facebook)
META
+$3.04M
5
UNH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,674
102
– –
-15,200
103
– –
-7,500
104
– –
-9,060
1 2 3 4
5