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
101
$655K 0.04%
3,087
-32
102
$637K 0.04%
4,614
103
$630K 0.04%
15,889
104
$599K 0.04%
4,258
-162
105
$594K 0.04%
7,450
106
$587K 0.04%
3,375
107
$586K 0.04%
4,503
-129
108
$565K 0.04%
1,163
-28
109
$553K 0.04%
2,657
-2,182
110
$544K 0.04%
6,700
111
$527K 0.04%
3,213
-356
112
$515K 0.03%
10,118
-881
113
$500K 0.03%
2,723
-380
114
$472K 0.03%
17,378
115
$463K 0.03%
1,948
116
$441K 0.03%
3,163
-124
117
$431K 0.03%
10,307
+1,431
118
$416K 0.03%
13,057
-572
119
$416K 0.03%
3,658
120
$407K 0.03%
2,246
-94
121
$405K 0.03%
+6,338
122
$404K 0.03%
2,035
123
$401K 0.03%
25,820
+4,700
124
$399K 0.03%
6,567
125
$399K 0.03%
9,563
3 4
5
6 7