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
$22.1M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$358K
3
+$284K
4
ET icon
Energy Transfer Partners
ET
+$138K
5
MCD icon
McDonald's
MCD
+$130K

Top Sells

1
+$511K
2
+$499K
3
+$262K
4
SYK icon
Stryker
SYK
+$242K
5
SBAC icon
SBA Communications
SBAC
+$240K

Sector Composition

1 Financials 20.26%
2 Technology 20.22%
3 Industrials 11.89%
4 Healthcare 10.47%
5 Energy 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.58M 7.16%
34,232
+1,416
2
$881K 3.98%
2,626
+339
3
$841K 3.8%
8,069
+663
4
$835K 3.78%
9,017
+1,310
5
$826K 3.74%
4,233
+256
6
$721K 3.26%
7,308
+905
7
$701K 3.17%
39,437
+5,075
8
$685K 3.1%
10,381
+1,449
9
$669K 3.03%
3,623
+600
10
$662K 2.99%
2,240
+400
11
$652K 2.95%
4,159
+830
12
$645K 2.92%
12,788
+2,110
13
$627K 2.84%
42,465
+19,237
14
$622K 2.81%
12,428
+2,147
15
$619K 2.8%
13,472
+2,336
16
$613K 2.77%
5,684
+1,052
17
$598K 2.7%
4,930
+904
18
$569K 2.57%
13,214
+419
19
$557K 2.52%
+4,170
20
$550K 2.49%
4,348
+494
21
$546K 2.47%
31,668
+8,020
22
$532K 2.41%
3,997
+724
23
$483K 2.18%
4,435
+851
24
$482K 2.18%
11,540
+1,492
25
$481K 2.18%
6,896
+758
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