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
$22.1M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$358K
3
+$284K
4
ET icon
Energy Transfer Partners
ET
+$138K
5
MCD icon
McDonald's
MCD
+$130K

Top Sells

1
+$511K
2
+$499K
3
+$262K
4
SYK icon
Stryker
SYK
+$242K
5
SBAC icon
SBA Communications
SBAC
+$240K

Sector Composition

1 Financials 20.26%
2 Technology 20.22%
3 Industrials 11.89%
4 Healthcare 10.47%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$475K 2.15%
19,600
+760
27
$474K 2.14%
6,865
+815
28
$391K 1.77%
9,990
-2,200
29
$358K 1.62%
+3,832
30
$355K 1.61%
5,290
+1,896
31
$349K 1.58%
1,796
-508
32
$333K 1.51%
2,311
+72
33
$325K 1.47%
54,800
-9,040
34
$311K 1.41%
8,975
-1,885
35
$294K 1.33%
3,460
-960
36
$243K 1.1%
1,761
-87
37
$240K 1.09%
3,151
-752
38
$218K 0.99%
3,860
-1,680
39
$212K 0.96%
865
-315
40
– –
-1,751
41
– –
-1,404
42
– –
-2,025
43
– –
-1,501
44
– –
-1,137
45
– –
-1,897
46
– –
-7,155
47
– –
-9,754
1
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