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
51
$2.42M 0.88%
9,745
+494
52
$2.33M 0.85%
63,934
-1,684
53
$2.32M 0.85%
25,251
-397
54
$2.31M 0.85%
56,337
-27,415
55
$2.12M 0.77%
20,215
-1,335
56
$2.1M 0.77%
+19,617
57
$2.02M 0.74%
14,495
-255
58
$2.02M 0.74%
21,786
-8,393
59
$1.96M 0.72%
30,982
-13,600
60
$1.91M 0.7%
37,310
-445
61
$1.89M 0.69%
18,295
+244
62
$1.87M 0.69%
12,614
-2,920
63
$1.85M 0.68%
12,239
-5,097
64
$1.72M 0.63%
27,712
-11,634
65
$1.7M 0.62%
+14,026
66
$1.68M 0.61%
4,810
+2,145
67
$1.65M 0.6%
36,425
-1,325
68
$1.65M 0.6%
+80,700
69
$1.65M 0.6%
+34,925
70
$1.64M 0.6%
28,717
-22,100
71
$1.61M 0.59%
+56,100
72
$1.55M 0.57%
10,186
-159
73
$1.43M 0.52%
36,135
-15,825
74
$1.4M 0.51%
12,406
-6,424
75
$1.34M 0.49%
+157,700
1 2
3
4 5