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
51
$3.79M 0.2%
36,372
+1,016
52
$3.68M 0.19%
69,804
+3,537
53
$3.59M 0.19%
237,511
54
$3.43M 0.18%
35,492
-1,038
55
$3.43M 0.18%
11,947
+482
56
$3.35M 0.17%
44,140
+2,673
57
$3.34M 0.17%
18,335
-199
58
$3.24M 0.17%
21,774
-13
59
$3.1M 0.16%
7,541
-2,015
60
$3.08M 0.16%
+61,904
61
$3.02M 0.16%
+69,790
62
$2.7M 0.14%
38,929
-99
63
$2.51M 0.13%
126,772
64
$2.49M 0.13%
40,184
+397
65
$2.49M 0.13%
43,991
-91
66
$2.09M 0.11%
19,050
+107
67
$1.96M 0.1%
48,636
+40,000
68
$1.95M 0.1%
15,055
69
$1.84M 0.1%
25,796
+1,200
70
$1.73M 0.09%
62,370
-190
71
$1.68M 0.09%
19,288
-24
72
$1.65M 0.09%
+26,900
73
$1.64M 0.09%
15,813
+82
74
$1.63M 0.08%
25,481
75
$1.52M 0.08%
4,926
-208
1 2
3
4 5