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
$11M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$425K
2
+$384K
3
+$377K
4
AAPL icon
Apple
AAPL
+$357K
5
PRU icon
Prudential Financial
PRU
+$348K

Sector Composition

1 Technology 20.96%
2 Financials 18.58%
3 Healthcare 12.16%
4 Consumer Discretionary 10.07%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$967K 8.78%
24,516
-9,048
2
$545K 4.95%
5,913
-2,612
3
$495K 4.49%
5,075
-2,520
4
$454K 4.12%
4,468
-2,442
5
$442K 4.01%
2,570
-1,388
6
$436K 3.96%
2,457
-1,476
7
$421K 3.82%
1,306
-1,192
8
$418K 3.8%
2,148
-1,242
9
$399K 3.62%
8,218
-4,412
10
$376K 3.41%
2,910
-1,716
11
$366K 3.32%
3,367
-1,969
12
$366K 3.32%
8,451
-3,716
13
$345K 3.13%
7,546
-4,096
14
$343K 3.11%
1,310
-794
15
$334K 3.03%
7,699
-4,288
16
$322K 2.92%
24,069
-12,930
17
$318K 2.89%
2,378
-1,375
18
$315K 2.86%
7,260
-3,440
19
$315K 2.86%
6,238
-3,463
20
$311K 2.82%
12,240
-6,100
21
$294K 2.67%
2,662
-1,488
22
$293K 2.66%
2,695
-1,330
23
$251K 2.28%
19,017
-10,554
24
$251K 2.28%
4,394
-1,967
25
$238K 2.16%
888
-94
1
2