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
101
$841K 0.04%
2,315
+60
102
$813K 0.04%
1,721
-25
103
$789K 0.04%
+27,735
104
$749K 0.04%
38,899
+2,205
105
$735K 0.04%
21,945
-2,708
106
$722K 0.04%
3,587
-392
107
$717K 0.04%
2,805
-4
108
$709K 0.04%
3,185
-1
109
$708K 0.04%
4,294
+104
110
$701K 0.04%
2,041
-89
111
$694K 0.04%
21,239
-1,552
112
$689K 0.04%
7,088
113
$684K 0.04%
5,217
-1
114
$645K 0.03%
7,337
+99
115
$622K 0.03%
6,700
116
$590K 0.03%
15,461
-73
117
$561K 0.03%
12,578
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118
$560K 0.03%
7,448
119
$552K 0.03%
1,200
120
$546K 0.03%
3,189
+87
121
$544K 0.03%
4,947
122
$529K 0.03%
4,143
+51
123
$523K 0.03%
3,956
-1
124
$511K 0.03%
5,610
125
$481K 0.03%
4,620
-7
3 4
5
6 7