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
101
– –
-11,100
102
– –
-100,500
103
– –
-1,713
104
– –
-13,500
1 2 3 4
5