FWCM
First Western Capital Management Portfolio holdings
AUM
$4.71M
1-Year Est. Return
11.17%
1 Year Est. Return
+11.17%
AUM
$4.43M
AUM Growth
+$1.1M
(+33%)
Holding
18
Top Sells
| 1 | +$84.9K | |
| 2 | +$2.36K | |
| 3 | +$2.01K | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.69K |
| 5 |
McDonald's
MCD
|
+$1.29K |
Sector Composition
| 1 | Healthcare | 18.4% |
| 2 | Industrials | 17.88% |
| 3 | Consumer Discretionary | 15.44% |
| 4 | Financials | 12.48% |
| 5 | Real Estate | 12.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Home Depot
HD
$377B
| $402K | 9.07% |
1,605
-4
|
|
||
2
Amgen
AMGN
$160B
| $301K | 6.79% |
1,275
-10
|
|
||
3
Microsoft
MSFT
$3.84T
| $301K | 6.79% |
1,478
-417
|
|
||
4
Crown Castle
CCI
$39B
| $294K | 6.64% |
1,757
-12
|
|
||
5
Lockheed Martin
LMT
$113B
| $291K | 6.57% |
797
-3
|
|
||
|
6
McDonald's
MCD
$211B
| $282K | 6.37% |
1,531
-7
|
|
||
7
AbbVie
ABBV
$374B
| $265K | 5.98% |
2,694
|
|
||
8
JPMorgan Chase
JPM
$842B
| $260K | 5.87% |
2,761
|
|
||
9
Cummins
CMI
$60.3B
| $253K | 5.71% |
+1,463
|
|
||
|
10
Johnson & Johnson
JNJ
$449B
| $249K | 5.62% |
1,772
-12
|
|
||
11
Honeywell
HON
$126B
| $248K | 5.6% |
1,714
-8
|
|
||
12
NextEra Energy
NEE
$170B
| $246K | 5.55% |
4,100
-20
|
|
||
13
Equity Lifestyle Properties
ELS
$11.7B
| $238K | 5.37% |
3,804
-12
|
|
||
14
PepsiCo
PEP
$196B
| $215K | 4.85% |
+1,624
|
|
||
15
Cisco
CSCO
$293B
| $211K | 4.76% |
+4,516
|
|
||
16
Regions Financial
RF
$21.6B
| $154K | 3.48% |
13,816
|
|
||
17
Huntington Bancshares
HBAN
$24.1B
| $139K | 3.14% |
15,355
|
|
||
18
Energy Transfer Partners
ET
$57.8B
| $81K | 1.83% |
11,424
|
|