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
$6.42M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$76.3K
2
+$75K
3
+$67.8K
4
CCI icon
Crown Castle
CCI
+$66.8K
5
NEE icon
NextEra Energy
NEE
+$66.7K

Sector Composition

1 Financials 19.76%
2 Industrials 16.27%
3 Technology 11.33%
4 Consumer Discretionary 11.09%
5 Healthcare 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$382K 5.95%
1,648
-329
2
$330K 5.14%
1,538
-316
3
$328K 5.11%
2,788
-503
4
$328K 5.11%
5,628
-1,144
5
$324K 5.05%
4,854
-1,124
6
$320K 4.99%
819
-159
7
$302K 4.71%
2,173
-481
8
$289K 4.5%
2,077
-408
9
$264K 4.11%
693
-152
10
$252K 3.93%
1,302
-288
11
$250K 3.9%
4,678
-1,085
12
$250K 3.9%
4,515
-1,048
13
$241K 3.76%
1,481
-333
14
$232K 3.61%
1,794
-386
15
$230K 3.58%
1,936
-425
16
$226K 3.52%
1,645
-407
17
$225K 3.51%
4,545
-944
18
$221K 3.44%
15,499
-3,794
19
$219K 3.41%
1,295
-272
20
$219K 3.41%
13,816
-3,262
21
$213K 3.32%
3,765
-773
22
$213K 3.32%
1,531
-358
23
$206K 3.21%
2,725
-616
24
$205K 3.19%
3,088
-736
25
$149K 2.32%
11,424
-1,803