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
$257M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.89M
3
+$1.8M
4
BA icon
Boeing
BA
+$1.53M
5
GME icon
GameStop
GME
+$1.19M

Top Sells

1
+$2.49M
2
+$2.05M
3
+$2.03M
4
KO icon
Coca-Cola
KO
+$1.65M
5
NFLX icon
Netflix
NFLX
+$1.54M

Sector Composition

1 Technology 21.89%
2 Healthcare 18.42%
3 Financials 12.32%
4 Consumer Discretionary 11.9%
5 Real Estate 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.81M 3.82%
254,118
-7,600
2
$7.59M 2.96%
66,941
-9,004
3
$6.6M 2.57%
114,585
+605
4
$5.99M 2.33%
54,407
-1,558
5
$5.95M 2.32%
56,939
-2,961
6
$5.79M 2.26%
50,146
-6,714
7
$5.5M 2.14%
70,570
-3,451
8
$5.23M 2.04%
32,881
-9,357
9
$4.99M 1.95%
60,382
-4,018
10
$4.97M 1.94%
70,885
-6,360
11
$4.77M 1.86%
168,832
-24,816
12
$4.69M 1.83%
125,446
-11,152
13
$4.68M 1.82%
36,460
-15,995
14
$4.57M 1.78%
39,238
-3,295
15
$4.52M 1.76%
261,760
+2,220
16
$4.42M 1.72%
134,238
-6,482
17
$4.25M 1.65%
34,878
-2,345
18
$4.18M 1.63%
31,785
-1,868
19
$4.14M 1.61%
131,168
-5,247
20
$4.14M 1.61%
38,045
-2,251
21
$4.08M 1.59%
22,387
-773
22
$4.05M 1.58%
11,186
-557
23
$3.94M 1.54%
36,023
-1,483
24
$3.92M 1.53%
44,229
-2,231
25
$3.84M 1.5%
56,080
-1,477
1
2 3 4 5