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
76
$1.49M 0.08%
14,077
+796
77
$1.49M 0.08%
10,880
-291
78
$1.43M 0.07%
13,399
+240
79
$1.35M 0.07%
2,861
+42
80
$1.3M 0.07%
6,120
+2,928
81
$1.29M 0.07%
31,678
-126
82
$1.29M 0.07%
7,910
+6
83
$1.25M 0.07%
8,741
-276
84
$1.24M 0.06%
18,446
85
$1.22M 0.06%
233,598
86
$1.21M 0.06%
24,564
-81
87
$1.15M 0.06%
13,842
+126
88
$1.12M 0.06%
7,044
+10
89
$1.08M 0.06%
19,540
90
$1.07M 0.06%
10,368
-1,610
91
$1.02M 0.05%
31,664
92
$1M 0.05%
2,191
-170
93
$1M 0.05%
13,115
-2,594
94
$975K 0.05%
16,386
-522
95
$974K 0.05%
8,315
-9
96
$958K 0.05%
9,785
+237
97
$931K 0.05%
2
98
$896K 0.05%
3,950
-57
99
$896K 0.05%
4,597
-150
100
$843K 0.04%
5,552
2 3
4
5 6