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
76
$1.32M 0.48%
18,000
77
$1.26M 0.46%
88,002
+15,700
78
$1.26M 0.46%
11,655
-1,650
79
$1.1M 0.4%
174,750
-41,000
80
$1.09M 0.4%
23,275
-3,525
81
$1.09M 0.4%
+14,400
82
$1.06M 0.39%
17,690
-5,575
83
$950K 0.35%
45,470
+9,302
84
$937K 0.34%
+12,910
85
$892K 0.33%
+98,163
86
$855K 0.31%
+5,654
87
$853K 0.31%
+37,700
88
$803K 0.29%
+10,145
89
$757K 0.28%
3,570
+300
90
$689K 0.25%
+586,000
91
$657K 0.24%
32,615
+1,725
92
$424K 0.16%
10,000
93
$344K 0.13%
8,000
-3,000
94
$226K 0.08%
5,674
95
$212K 0.08%
6,120
-2,400
96
$10K ﹤0.01%
156
97
– –
0
98
– –
-29,425
99
– –
-21,700
100
– –
-19,991
1 2 3
4
5