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
$320M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.05M
3
+$2.95M
4
MSFT icon
Microsoft
MSFT
+$2.59M
5
GE icon
GE Aerospace
GE
+$2.4M

Top Sells

1
+$3.01M
2
+$2.34M
3
+$2.22M
4
WFC icon
Wells Fargo
WFC
+$1.66M
5
BIIB icon
Biogen
BIIB
+$1.63M

Sector Composition

1 Healthcare 20.13%
2 Technology 15.97%
3 Consumer Discretionary 11.93%
4 Financials 9.5%
5 Real Estate 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 3.54%
60,580
+2,351
2
$9.24M 2.88%
277,078
-3,888
3
$8.44M 2.64%
70,486
+590
4
$7.83M 2.45%
141,119
+46,732
5
$7.44M 2.32%
76,717
-1,280
6
$7.34M 2.29%
51,753
-93
7
$7.33M 2.29%
74,917
+7,281
8
$7.26M 2.27%
71,744
+2,867
9
$6.98M 2.18%
111,675
+24,007
10
$6.74M 2.11%
190,136
+55,960
11
$6.52M 2.04%
247,856
+5,292
12
$6.06M 1.89%
78,172
+26,614
13
$5.65M 1.77%
54,004
-4,055
14
$4.91M 1.53%
337,940
+5,440
15
$4.68M 1.46%
41,537
+3,304
16
$4.65M 1.45%
74,537
-399
17
$4.62M 1.44%
140,261
+698
18
$4.53M 1.42%
38,381
-171
19
$4.52M 1.41%
23,809
-59
20
$4.46M 1.39%
81,331
-266
21
$4.45M 1.39%
63,818
+20,189
22
$4.45M 1.39%
38,910
+488
23
$4.38M 1.37%
44,351
+70
24
$4.35M 1.36%
34,822
+41
25
$4.31M 1.35%
48,980
-19
1
2 3 4 5