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
51
$3.41M 0.23%
82,989
-7,861
52
$3.4M 0.23%
36,648
+60
53
$3.08M 0.2%
22,380
-1,623
54
$3.07M 0.2%
39,255
-3,411
55
$2.99M 0.2%
17,917
-388
56
$2.94M 0.2%
60,892
-6,908
57
$2.76M 0.18%
38,593
-6,967
58
$2.71M 0.18%
19,081
-653
59
$2.65M 0.18%
25,846
-17,822
60
$2.48M 0.16%
54,105
61
$2.46M 0.16%
10,102
-252
62
$2.45M 0.16%
38,992
-4,128
63
$2.22M 0.15%
10,617
64
$1.72M 0.11%
15,280
65
$1.69M 0.11%
19,164
-3,567
66
$1.67M 0.11%
27,379
-669
67
$1.6M 0.11%
15,066
-2,181
68
$1.6M 0.11%
24,863
-440
69
$1.54M 0.1%
30,309
-1,107
70
$1.54M 0.1%
19,131
-2,627
71
$1.42M 0.09%
5,195
+139
72
$1.37M 0.09%
3,261
+85
73
$1.32M 0.09%
9,655
-1,063
74
$1.29M 0.09%
18,446
-41
75
$1.26M 0.08%
13,786
+150
1 2
3
4 5