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
$6.3M
AUM Growth
-$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$29.8K

Top Sells

1
+$213K
2
+$205K

Sector Composition

1 Financials 22.08%
2 Industrials 16.49%
3 Healthcare 12.97%
4 Consumer Discretionary 10.54%
5 Real Estate 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$389K 6.17%
2,788
2
$360K 5.71%
1,648
3
$357K 5.67%
2,266
+189
4
$342K 5.43%
4,854
5
$341K 5.41%
5,628
6
$319K 5.06%
819
7
$314K 4.98%
1,302
8
$309K 4.9%
2,173
9
$304K 4.83%
1,538
10
$268K 4.25%
4,515
11
$265K 4.21%
1,481
12
$263K 4.17%
4,678
13
$262K 4.16%
1,794
14
$241K 3.83%
2,725
15
$237K 3.76%
13,816
16
$234K 3.71%
15,499
17
$233K 3.7%
1,936
18
$229K 3.63%
1,295
19
$226K 3.59%
693
20
$225K 3.57%
1,645
21
$218K 3.46%
4,545
22
$217K 3.44%
3,765
23
$147K 2.33%
11,424
24
– –
-1,531
25
– –
-3,088