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
1
$10.5M 3.83%
261,718
-10,566
2
$8.63M 3.15%
75,945
-3,217
3
$6.84M 2.5%
56,860
+9,486
4
$6.25M 2.28%
55,965
-463
5
$6.24M 2.28%
42,238
-1,410
6
$6M 2.19%
52,455
-1,720
7
$5.91M 2.16%
59,900
+3,919
8
$5.85M 2.14%
74,021
+4,899
9
$5.83M 2.13%
113,980
-32,045
10
$5.28M 1.93%
136,598
-6,272
11
$5.1M 1.86%
42,533
-1,688
12
$4.84M 1.77%
77,245
-2,344
13
$4.81M 1.76%
70,797
-1,678
14
$4.78M 1.75%
64,400
-1,524
15
$4.67M 1.71%
42,103
-1,432
16
$4.63M 1.69%
193,648
-14,916
17
$4.43M 1.62%
33,653
-829
18
$4.42M 1.61%
37,223
-1,115
19
$4.27M 1.56%
40,296
-1,923
20
$4.23M 1.55%
46,460
-1,459
21
$4.07M 1.49%
42,507
-25,496
22
$4.04M 1.48%
37,506
-574
23
$4.03M 1.47%
259,540
-82,810
24
$4.02M 1.47%
11,743
-401
25
$3.95M 1.44%
23,160
-271
1
2 3 4 5