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
76
$1.2M 0.08%
12,959
-122
77
$1.15M 0.08%
+36,268
78
$1.1M 0.07%
7,469
-1,253
79
$1.09M 0.07%
26,793
+78
80
$1.04M 0.07%
6,782
-238
81
$1.03M 0.07%
3,203
-22
82
$1.03M 0.07%
5,800
83
$994K 0.07%
8,426
-747
84
$986K 0.07%
2,361
-127
85
$976K 0.06%
8,592
-130
86
$932K 0.06%
17,008
-2,826
87
$910K 0.06%
19,667
-9
88
$898K 0.06%
8,237
-903
89
$890K 0.06%
9,538
-162
90
$882K 0.06%
23,645
-580
91
$859K 0.06%
1,666
-15
92
$843K 0.06%
10,523
-539
93
$822K 0.05%
2
94
$816K 0.05%
8,089
-248
95
$812K 0.05%
27,840
-3,482
96
$791K 0.05%
+13,895
97
$779K 0.05%
2,412
-48
98
$767K 0.05%
7,067
-35
99
$764K 0.05%
36,471
-10,025
100
$750K 0.05%
2,806
-1
2 3
4
5 6