FWCM

First Western Capital Management Portfolio holdings

AUM $4.71M
1-Year Est. Return 11.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$866K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.06M
3
+$3.01M
4
ABBV icon
AbbVie
ABBV
+$2.37M
5
LFUS icon
Littelfuse
LFUS
+$2.22M

Top Sells

1
+$3.79M
2
+$2.88M
3
+$1.9M
4
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$1.71M
5
SDLP
SEADRILL PARTNERS LLC
SDLP
+$1.69M

Sector Composition

1 Healthcare 17.72%
2 Technology 16.3%
3 Energy 10.03%
4 Consumer Discretionary 9.1%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.06%
+3,658
127
$196K 0.06%
12,613
+508
128
– –
0
129
– –
-37,700
130
– –
-36,368
131
– –
-14,303
132
– –
-48,335
133
– –
-168,770
134
– –
-56,485
135
– –
-148,638
136
– –
-7,350
137
– –
-15,750
138
– –
-8,000
139
– –
-61,360
140
– –
-5,408
141
– –
-15,500
142
– –
-11,370
143
– –
-80,000
144
– –
-13,100
145
– –
-25,000
146
– –
-10,910
147
– –
-58,183
148
– –
-8,675
149
– –
-5,290
150
– –
-25,288
3 4 5
6
7