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
$7.03M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$922K
2
+$311K
3
+$251K
4
NFLX icon
Netflix
NFLX
+$238K
5
AMZN icon
Amazon
AMZN
+$231K

Sector Composition

1 Financials 23.41%
2 Technology 17.02%
3 Industrials 13.03%
4 Healthcare 12.93%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$393K 5.59%
3,334
-1,134
2
$373K 5.31%
1,944
-626
3
$358K 5.09%
1,886
-571
4
$346K 4.92%
6,050
-2,168
5
$339K 4.82%
3,347
-1,728
6
$328K 4.67%
2,564
-803
7
$325K 4.62%
853
-453
8
$308K 4.38%
2,202
-708
9
$305K 4.34%
1,605
-543
10
$303K 4.31%
5,613
-2,838
11
$301K 4.28%
1,003
-307
12
$296K 4.21%
3,677
-2,236
13
$290K 4.12%
1,835
-543
14
$274K 3.9%
4,623
-1,615
15
$271K 3.85%
5,833
-1,866
16
$271K 3.85%
5,622
-1,924
17
$260K 3.7%
5,376
-1,884
18
$258K 3.67%
1,910
-36
19
$256K 3.64%
2,089
-573
20
$247K 3.51%
19,502
-176
21
$244K 3.47%
17,273
-6,796
22
$243K 3.46%
5,112
-19,404
23
$241K 3.43%
1,955
-740
24
$201K 2.86%
13,069
-5,948
25
– –
-1,314
1
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