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

Top Buys

1
+$2.03M
2
+$1.09M
3
+$1.05M
4
MET icon
MetLife
MET
+$937K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578K

Top Sells

1
+$8.21M
2
+$3.92M
3
+$3.51M
4
META icon
Meta Platforms (Facebook)
META
+$3.04M
5
UNH icon
UnitedHealth
UNH
+$2.88M

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
1
$5.99M 3.25%
96,398
-18,187
2
$5.43M 2.95%
137,633
+6,465
3
$5.29M 2.88%
43,505
-6,641
4
$5.08M 2.76%
42,372
+3,134
5
$5.07M 2.75%
60,410
-10,160
6
$4.58M 2.48%
39,522
-17,417
7
$4.52M 2.46%
42,811
-24,130
8
$4.33M 2.35%
115,362
-10,084
9
$4.29M 2.33%
55,022
-5,360
10
$4.13M 2.24%
10,845
-341
11
$3.99M 2.17%
51,372
-1,722
12
$3.99M 2.16%
34,766
-1,257
13
$3.98M 2.16%
33,979
-899
14
$3.98M 2.16%
28,200
-4,681
15
$3.98M 2.16%
21,709
-678
16
$3.9M 2.12%
53,426
-17,459
17
$3.85M 2.09%
36,823
-1,222
18
$3.83M 2.08%
128,821
-5,417
19
$3.7M 2.01%
33,337
-899
20
$3.57M 1.94%
54,770
-1,310
21
$3.49M 1.89%
50,531
-1,260
22
$3.48M 1.89%
90,483
-2,466
23
$3.29M 1.79%
85,647
-2,213
24
$3.28M 1.78%
42,891
-1,338
25
$3.27M 1.77%
30,970
-815
1
2 3 4 5