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
$22.2M
AUM Growth
+$133K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$202K
3
+$201K

Top Sells

1
+$57K
2
+$53.5K
3
+$51.4K
4
CSCO icon
Cisco
CSCO
+$50.9K
5
BG icon
Bunge Global
BG
+$48.8K

Sector Composition

1 Technology 22.13%
2 Financials 20.3%
3 Industrials 12.57%
4 Healthcare 12.47%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.89M 8.51%
33,564
-668
2
$929K 4.18%
2,498
-128
3
$857K 3.85%
7,595
-474
4
$820K 3.69%
3,958
-275
5
$806K 3.62%
8,525
-492
6
$790K 3.55%
6,910
-398
7
$728K 3.27%
2,104
-136
8
$703K 3.16%
3,390
-233
9
$679K 3.05%
36,999
-2,438
10
$658K 2.96%
3,933
-226
11
$648K 2.91%
9,701
-680
12
$639K 2.87%
4,626
-304
13
$615K 2.76%
11,642
-786
14
$609K 2.74%
12,630
-842
15
$594K 2.67%
5,336
-348
16
$592K 2.66%
12,167
-1,047
17
$582K 2.62%
39,018
-3,447
18
$582K 2.62%
11,987
-801
19
$565K 2.54%
3,908
-262
20
$548K 2.46%
3,753
-244
21
$515K 2.32%
29,571
-2,097
22
$492K 2.21%
4,025
-323
23
$464K 2.09%
4,150
-285
24
$452K 2.03%
18,340
-1,260
25
$448K 2.01%
10,700
-840
1
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