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
$7.54M
AUM Growth
+$504K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$274K
2
+$253K
3
+$245K
4
NEE icon
NextEra Energy
NEE
+$71.5K
5
CVX icon
Chevron
CVX
+$50.6K

Top Sells

1
+$274K
2
+$243K
3
+$114K
4
ABBV icon
AbbVie
ABBV
+$24.4K
5
LMT icon
Lockheed Martin
LMT
+$9.1K

Sector Composition

1 Financials 19.44%
2 Industrials 16.58%
3 Technology 11.71%
4 Healthcare 11.15%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$411K 5.45%
1,977
+33
2
$385K 5.11%
1,854
-32
3
$368K 4.88%
3,291
-56
4
$363K 4.82%
5,978
-72
5
$356K 4.72%
978
-25
6
$347K 4.61%
6,772
+1,396
7
$346K 4.59%
2,654
+90
8
$333K 4.42%
2,485
-849
9
$311K 4.13%
1,814
-21
10
$308K 4.09%
845
-8
11
$304K 4.03%
2,180
-22
12
$300K 3.98%
5,489
-124
13
$294K 3.9%
2,361
+406
14
$293K 3.89%
1,590
-15
15
$292K 3.88%
5,563
-59
16
$283K 3.76%
5,763
-70
17
$274K 3.64%
+1,567
18
$269K 3.57%
2,052
-37
19
$267K 3.54%
19,293
-209
20
$255K 3.38%
17,078
-195
21
$253K 3.36%
+4,538
22
$249K 3.3%
1,889
-21
23
$245K 3.25%
+3,824
24
$243K 3.23%
3,341
-336
25
$186K 2.47%
13,227
+158
1
2