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
$3.33M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$57K

Top Sells

1
+$268K
2
+$265K
3
+$263K
4
CVX icon
Chevron
CVX
+$233K
5
BA icon
Boeing
BA
+$226K

Sector Composition

1 Healthcare 21.03%
2 Consumer Discretionary 16.65%
3 Industrials 15.05%
4 Financials 14.99%
5 Real Estate 14.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$300K 9.01%
1,609
-39
2
$299K 8.98%
1,895
-371
3
$271K 8.14%
800
-19
4
$261K 7.84%
1,285
-17
5
$255K 7.66%
1,769
-404
6
$254K 7.63%
1,538
7
$249K 7.48%
2,761
-27
8
$248K 7.45%
4,120
-1,508
9
$234K 7.03%
1,784
-10
10
$230K 6.91%
1,722
+427
11
$219K 6.58%
3,816
-1,038
12
$205K 6.16%
2,694
-31
13
$126K 3.79%
15,355
-144
14
$124K 3.73%
13,816
15
$53K 1.59%
11,424
16
– –
-693
17
– –
-3,765
18
– –
-1,481
19
– –
-4,545
20
– –
-1,936
21
– –
-1,645
22
– –
-4,678
23
– –
-4,515