FWCM

First Western Capital Management Portfolio holdings

AUM $4.71M
1-Year Est. Return 11.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.43M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$214K
3
+$198K

Top Sells

1
+$75.7K
2
+$2.28K
3
+$1.93K
4
JNJ icon
Johnson & Johnson
JNJ
+$1.75K
5
MCD icon
McDonald's
MCD
+$1.28K

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
HD icon
1
Home Depot
HD
$327B
$402K 9.07%
1,605
-4
MSFT icon
2
Microsoft
MSFT
$2.78T
$301K 6.79%
1,478
-417
AMGN icon
3
Amgen
AMGN
$189B
$301K 6.79%
1,275
-10
CCI icon
4
Crown Castle
CCI
$35.4B
$294K 6.64%
1,757
-12
LMT icon
5
Lockheed Martin
LMT
$142B
$291K 6.57%
797
-3
MCD icon
6
McDonald's
MCD
$221B
$282K 6.37%
1,531
-7
ABBV icon
7
AbbVie
ABBV
$362B
$265K 5.98%
2,694
JPM icon
8
JPMorgan Chase
JPM
$785B
$260K 5.87%
2,761
CMI icon
9
Cummins
CMI
$76.1B
$253K 5.71%
+1,463
JNJ icon
10
Johnson & Johnson
JNJ
$566B
$249K 5.62%
1,772
-12
HON icon
11
Honeywell
HON
$142B
$248K 5.6%
1,714
-8
NEE icon
12
NextEra Energy
NEE
$192B
$246K 5.55%
4,100
-20
ELS icon
13
Equity Lifestyle Properties
ELS
$12.5B
$238K 5.37%
3,804
-12
PEP icon
14
PepsiCo
PEP
$208B
$215K 4.85%
+1,624
CSCO icon
15
Cisco
CSCO
$315B
$211K 4.76%
+4,516
RF icon
16
Regions Financial
RF
$22.1B
$154K 3.48%
13,816
HBAN icon
17
Huntington Bancshares
HBAN
$31.3B
$139K 3.14%
15,355
ET icon
18
Energy Transfer Partners
ET
$66.7B
$81K 1.83%
11,424