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
$273M
AUM Growth
-$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.7M
3
+$1.65M
4
SEP
Spectra Engy Parters Lp
SEP
+$1.65M
5
CSCO icon
Cisco
CSCO
+$1.61M

Top Sells

1
+$2.44M
2
+$2.11M
3
+$2.1M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.98M
5
VLO icon
Valero Energy
VLO
+$1.89M

Sector Composition

1 Healthcare 19.41%
2 Technology 18.74%
3 Consumer Discretionary 11.81%
4 Financials 10.68%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.44%
96,033
-128
27
$3.84M 1.41%
107,400
+1,040
28
$3.67M 1.34%
26,020
-2,936
29
$3.55M 1.3%
90,304
-806
30
$3.51M 1.28%
63,641
-23,455
31
$3.45M 1.26%
136,415
-1,376
32
$3.33M 1.22%
17,869
-159
33
$3.29M 1.2%
140,720
+185
34
$3.29M 1.2%
39,481
-25,234
35
$3.2M 1.17%
51,616
-6,424
36
$3.1M 1.13%
151,560
-4,320
37
$3.08M 1.13%
57,557
+490
38
$3.05M 1.12%
31,204
-2,232
39
$3M 1.1%
102,557
+8,881
40
$2.99M 1.09%
35,860
+4,450
41
$2.92M 1.07%
54,195
-169
42
$2.81M 1.03%
22,005
-3,867
43
$2.77M 1.01%
109,717
+31
44
$2.69M 0.98%
76,380
-160
45
$2.68M 0.98%
11,000
-3,350
46
$2.66M 0.97%
26,190
+3,938
47
$2.64M 0.97%
34,792
-6,662
48
$2.52M 0.92%
55,557
-742
49
$2.49M 0.91%
22,010
-670
50
$2.47M 0.9%
270,350
+7,850
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2
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