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
$165M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.42M
3
+$1.31M
4
MCK icon
McKesson
MCK
+$674K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$342K

Top Sells

1
+$3.99M
2
+$3.57M
3
+$1.13M
4
GS icon
Goldman Sachs
GS
+$1.11M
5
GD icon
General Dynamics
GD
+$1.09M

Sector Composition

1 Financials 19.15%
2 Technology 19.06%
3 Healthcare 18.92%
4 Consumer Discretionary 11.8%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.62M 3.4%
85,290
-11,108
2
$5.13M 3.1%
125,643
-11,990
3
$5.07M 3.07%
38,534
-3,838
4
$5.02M 3.03%
38,713
-4,792
5
$4.57M 2.77%
37,627
-5,184
6
$4.44M 2.69%
50,015
-5,007
7
$4.44M 2.69%
39,724
+2,901
8
$4.25M 2.57%
20,564
-1,145
9
$4.2M 2.54%
53,755
-6,655
10
$4.18M 2.53%
105,618
-9,744
11
$4.12M 2.49%
33,113
-6,409
12
$4.09M 2.48%
121,966
-6,855
13
$4.09M 2.47%
50,781
-2,645
14
$4.05M 2.45%
32,339
-1,640
15
$3.96M 2.39%
10,314
-531
16
$3.92M 2.37%
25,513
-2,687
17
$3.88M 2.34%
48,677
-2,695
18
$3.87M 2.34%
76,854
+33,705
19
$3.85M 2.33%
86,275
-4,208
20
$3.8M 2.3%
31,715
-1,622
21
$3.66M 2.21%
48,220
-2,311
22
$3.63M 2.19%
81,643
-4,004
23
$3.49M 2.11%
37,172
+15,162
24
$3.47M 2.1%
40,976
-1,915
25
$3.4M 2.05%
60,912
-2,941
1
2 3 4