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

Top Buys

1
+$3.23M
2
+$3.04M
3
+$3.02M
4
GM icon
General Motors
GM
+$2.92M
5
WBA
Walgreens Boots Alliance
WBA
+$2.82M

Top Sells

1
+$3.2M
2
+$2.96M
3
+$2.8M
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
1
$11.3M 3.39%
59,614
-2,722
2
$8.8M 2.64%
289,635
+25,115
3
$8.35M 2.5%
303,770
-6,844
4
$7.74M 2.32%
57,611
-2,930
5
$7.62M 2.29%
73,788
+22,199
6
$7.37M 2.21%
78,273
-8,535
7
$6.86M 2.06%
70,359
+31,156
8
$6.61M 1.98%
212,404
+4,788
9
$6.54M 1.96%
56,763
-16,133
10
$6.2M 1.86%
63,208
-13,113
11
$6.19M 1.86%
16,919
-3,080
12
$5.45M 1.64%
43,803
-5,278
13
$4.98M 1.49%
76,119
+29,155
14
$4.82M 1.45%
84,206
-11,801
15
$4.79M 1.44%
95,516
-13,556
16
$4.6M 1.38%
40,235
-2,567
17
$4.58M 1.38%
46,087
-5,054
18
$4.58M 1.37%
150,410
-16,308
19
$4.58M 1.37%
90,481
-6,039
20
$4.53M 1.36%
357,010
-25,180
21
$4.46M 1.34%
78,212
-8,521
22
$4.39M 1.32%
35,995
-3,493
23
$4.38M 1.31%
94,435
-8,837
24
$4.32M 1.3%
46,804
-7,149
25
$4.24M 1.27%
50,975
-3,030
1
2 3 4 5