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
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$57.5K
2
+$55.4K
3
+$51K
4
NKE icon
Nike
NKE
+$26.7K
5
TJX icon
TJX Companies
TJX
+$9.88K

Top Sells

1
+$2.95M
2
+$1.92M
3
+$268K
4
ULTA icon
Ulta Beauty
ULTA
+$243K
5
SBUX icon
Starbucks
SBUX
+$238K

Sector Composition

1 Financials 19.85%
2 Technology 19.6%
3 Healthcare 18.68%
4 Consumer Discretionary 13.46%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.84M 3.55%
78,421
-3,594
2
$5.4M 3.28%
34,446
-1,084
3
$5.01M 3.04%
114,586
-4,527
4
$5.01M 3.04%
35,264
-899
5
$4.91M 2.98%
30,030
-732
6
$4.91M 2.98%
46,666
-1,239
7
$4.68M 2.84%
19,230
-590
8
$4.68M 2.84%
34,212
-1,376
9
$4.62M 2.81%
31,697
-672
10
$4.58M 2.78%
42,422
-636
11
$4.55M 2.76%
24,028
-534
12
$4.5M 2.73%
117,071
-2,458
13
$4.45M 2.7%
9,958
-187
14
$4.45M 2.7%
46,557
-1,097
15
$4.43M 2.69%
49,409
-734
16
$4.41M 2.68%
74,487
-1,305
17
$4.33M 2.63%
81,049
-1,143
18
$4.28M 2.6%
38,375
-372
19
$4.23M 2.57%
31,148
-500
20
$4.01M 2.44%
83,002
-3,884
21
$3.85M 2.34%
29,943
-336
22
$3.84M 2.33%
36,740
-123
23
$3.63M 2.21%
47,766
-115
24
$3.62M 2.2%
98,070
+268
25
$3.52M 2.14%
29,481
-9
1
2 3 4