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

Top Buys

1
+$1.8M
2
+$994K
3
+$970K
4
MET icon
MetLife
MET
+$895K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$584K

Top Sells

1
+$8.14M
2
+$3.83M
3
+$3.44M
4
META icon
Meta Platforms (Facebook)
META
+$3.25M
5
UNH icon
UnitedHealth
UNH
+$2.69M

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
– –
-23,922
102
– –
-119,500
103
– –
-7,500
104
– –
-9,060
1 2 3 4
5