FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$17.5M
3
+$16M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$3.08M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$3.02M

Top Sells

1
+$80.4M
2
+$7.01M
3
+$4.32M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.19M

Sector Composition

1 Healthcare 58.75%
2 Technology 5.7%
3 Financials 2.61%
4 Consumer Discretionary 2.48%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.94M 0.47%
36,262
+1,647
27
$7.67M 0.4%
58,822
+2,194
28
$7.57M 0.39%
74,805
+2,869
29
$7.2M 0.38%
37,666
+780
30
$6.84M 0.36%
15,514
+674
31
$6.67M 0.35%
92,468
-8,371
32
$6.64M 0.35%
79,999
+4,533
33
$6.58M 0.34%
32,186
+1,362
34
$6.41M 0.33%
83,119
+2,925
35
$6.02M 0.31%
13,501
+293
36
$5.97M 0.31%
36,073
+1,984
37
$5.65M 0.29%
26,846
+836
38
$5.48M 0.29%
104,590
+4,155
39
$5.43M 0.28%
48,051
+3,221
40
$5.33M 0.28%
21,828
-1,105
41
$5.09M 0.27%
14,758
+415
42
$4.82M 0.25%
48,146
+2,514
43
$4.75M 0.25%
69,657
+5,250
44
$4.59M 0.24%
11,913
+596
45
$4.5M 0.23%
6,723
+317
46
$4.48M 0.23%
22,809
+816
47
$4.27M 0.22%
121,132
+5,366
48
$4.1M 0.21%
26,942
-1,374
49
$3.95M 0.21%
23,760
+1,532
50
$3.94M 0.21%
25,429
-80
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