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
$166M
AUM Growth
+$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$200K
3
+$64.7K
4
GILD icon
Gilead Sciences
GILD
+$32.3K
5
ORCL icon
Oracle
ORCL
+$30.6K

Top Sells

1
+$947K
2
+$814K
3
+$723K
4
MCD icon
McDonald's
MCD
+$488K
5
SYK icon
Stryker
SYK
+$329K

Sector Composition

1 Healthcare 19.33%
2 Financials 19.02%
3 Technology 18.84%
4 Consumer Discretionary 13.6%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.65M 3.41%
82,015
-3,275
2
$5.44M 3.28%
35,530
-3,183
3
$5.12M 3.09%
119,113
-6,530
4
$5.02M 3.03%
36,163
-2,371
5
$4.72M 2.85%
30,762
+23,253
6
$4.71M 2.84%
35,588
-2,039
7
$4.59M 2.77%
19,820
-744
8
$4.49M 2.71%
47,905
-2,110
9
$4.47M 2.7%
38,747
-977
10
$4.36M 2.63%
86,886
+611
11
$4.29M 2.59%
10,145
-169
12
$4.29M 2.59%
24,562
-951
13
$4.28M 2.58%
47,654
-1,023
14
$4.2M 2.54%
32,369
-744
15
$4.17M 2.52%
119,529
-2,437
16
$4.13M 2.49%
43,058
+2,082
17
$4.04M 2.44%
31,648
-67
18
$4.02M 2.43%
30,279
-2,060
19
$4.02M 2.42%
75,792
-1,062
20
$4M 2.41%
82,192
+549
21
$3.86M 2.33%
50,143
-638
22
$3.69M 2.23%
36,863
-309
23
$3.61M 2.18%
61,119
+207
24
$3.58M 2.16%
47,881
-339
25
$3.53M 2.13%
97,802
-7,816
1
2 3 4