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
$21.1M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$410K
3
+$351K

Top Sells

1
+$6.66M
2
+$6.06M
3
+$5.84M
4
SYK icon
Stryker
SYK
+$5.43M
5
V icon
Visa
V
+$5.33M

Sector Composition

1 Technology 20.35%
2 Financials 20.05%
3 Industrials 12.06%
4 Healthcare 11.82%
5 Real Estate 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.38M 6.53%
32,816
-2,008
2
$814K 3.86%
7,406
-23,677
3
$750K 3.56%
2,287
-771
4
$729K 3.46%
7,707
-2,500
5
$709K 3.37%
3,977
-26,172
6
$638K 3.03%
34,362
-9,898
7
$622K 2.95%
1,840
-385
8
$608K 2.89%
8,932
-2,212
9
$584K 2.77%
6,403
-73,031
10
$556K 2.64%
10,678
-2,332
11
$549K 2.61%
12,795
-3,689
12
$531K 2.52%
3,273
-698
13
$521K 2.47%
3,329
-30,949
14
$519K 2.46%
10,281
-2,228
15
$516K 2.45%
4,026
-869
16
$515K 2.44%
3,023
-681
17
$511K 2.43%
9,754
-2,178
18
$508K 2.41%
4,632
-1,065
19
$499K 2.37%
7,155
-1,351
20
$489K 2.32%
11,136
-2,552
21
$454K 2.15%
+6,138
22
$444K 2.11%
18,840
-3,000
23
$440K 2.09%
3,854
-745
24
$410K 1.95%
+10,048
25
$391K 1.86%
3,584
-35,150
1
2 3