FWTB

First Western Trust Bank Portfolio holdings

AUM $2.18B
1-Year Est. Return 8.17%
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$5.01M
3
+$3.09M
4
SSRM icon
SSR Mining
SSRM
+$2.33M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.2M

Top Sells

1
+$11.5M
2
+$2.33M
3
+$1.96M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.83M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.32M

Sector Composition

1 Healthcare 56.67%
2 Technology 5.68%
3 Financials 3.34%
4 Consumer Staples 2.49%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.37M 0.49%
106,534
-6,085
27
$7.35M 0.49%
116,961
+35,038
28
$6.53M 0.43%
56,670
-3,593
29
$6.33M 0.42%
43,429
-2,821
30
$6.18M 0.41%
108,230
-6,443
31
$6.03M 0.4%
34,798
-1,880
32
$6.02M 0.4%
9,745
-685
33
$6.01M 0.4%
24,331
-1,139
34
$5.75M 0.38%
14,620
-927
35
$5.73M 0.38%
25,856
-5,983
36
$5.6M 0.37%
73,660
-10,774
37
$5.24M 0.35%
34,173
+585
38
$5.13M 0.34%
24,045
-1,254
39
$4.95M 0.33%
12,712
-749
40
$4.84M 0.32%
14,469
-874
41
$4.27M 0.28%
29,229
+448
42
$4.2M 0.28%
43,935
-4,613
43
$4.19M 0.28%
67,125
-220
44
$4.08M 0.27%
237,511
+135,646
45
$4.07M 0.27%
22,981
-75
46
$4.01M 0.27%
10,896
-1,037
47
$3.9M 0.26%
42,916
-1,968
48
$3.67M 0.24%
9,605
+289
49
$3.6M 0.24%
130,561
-12,926
50
$3.43M 0.23%
35,560
-3,361
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