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
$333M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$3M
3
+$2.96M
4
QSR icon
Restaurant Brands International
QSR
+$2.87M
5
GM icon
General Motors
GM
+$2.84M

Top Sells

1
+$3.2M
2
+$2.99M
3
+$2.96M
4
MELI icon
Mercado Libre
MELI
+$2.02M
5
GE icon
GE Aerospace
GE
+$2.01M

Sector Composition

1 Healthcare 19.8%
2 Technology 13.91%
3 Consumer Discretionary 10.53%
4 Energy 8.84%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-5,000
127
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-16,681
128
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-7,819
129
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-3,658
130
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-30,167
131
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-24,447
132
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-6,688
133
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-52,325
134
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-724
135
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-7,275
136
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-15,912
137
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-64,500
138
– –
-10,500
139
– –
-22,632
2 3 4 5
6