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
$312M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.85M
3
+$2.34M
4
NFLX icon
Netflix
NFLX
+$2.11M
5
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$2.04M

Top Sells

1
+$3.64M
2
+$3.5M
3
+$3.29M
4
COST icon
Costco
COST
+$3.23M
5
GM icon
General Motors
GM
+$2.92M

Sector Composition

1 Healthcare 22.33%
2 Technology 13.97%
3 Financials 9.94%
4 Energy 8.87%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,673
127
– –
-55,700
128
– –
-8,723
129
– –
-7,000
130
– –
-19,194
131
– –
-25,004
132
– –
-71,814
133
– –
-4,655
2 3 4 5
6