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
$176M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$359K
3
+$86.7K
4
MON
Monsanto Co
MON
+$71.3K
5
GILD icon
Gilead Sciences
GILD
+$68K

Top Sells

1
+$365K
2
+$48.5K
3
+$33.1K
4
MCD icon
McDonald's
MCD
+$28.9K
5
V icon
Visa
V
+$27.8K

Sector Composition

1 Financials 20.34%
2 Technology 19.87%
3 Healthcare 17.12%
4 Consumer Discretionary 13.82%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.79M 3.86%
79,434
+1,013
2
$5.9M 3.35%
34,278
-168
3
$5.84M 3.31%
113,641
-945
4
$5.71M 3.24%
30,149
+119
5
$5.45M 3.09%
35,191
-73
6
$5.38M 3.05%
42,260
-162
7
$5.29M 3%
46,422
-244
8
$5.13M 2.91%
49,092
-317
9
$5.1M 2.89%
9,928
-30
10
$4.96M 2.82%
19,159
-71
11
$4.94M 2.8%
33,589
+2,441
12
$4.89M 2.78%
34,309
+97
13
$4.67M 2.65%
81,750
+701
14
$4.64M 2.64%
38,734
+359
15
$4.58M 2.6%
24,103
+75
16
$4.54M 2.58%
46,563
+6
17
$4.52M 2.56%
74,629
+142
18
$4.43M 2.52%
117,445
+374
19
$4.05M 2.3%
30,224
+281
20
$3.97M 2.25%
48,255
+489
21
$3.95M 2.24%
83,638
+636
22
$3.91M 2.22%
62,501
+867
23
$3.81M 2.16%
99,610
+1,540
24
$3.42M 1.94%
50,728
+443
25
$3.35M 1.9%
29,999
+518
1
2 3