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
126
$377K 0.03%
9,595
-503
127
$377K 0.03%
3,555
128
$363K 0.02%
5,846
129
$355K 0.02%
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-559
130
$346K 0.02%
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+131
131
$341K 0.02%
7,538
-9,189
132
$340K 0.02%
2,308
-93
133
$335K 0.02%
3,162
134
$329K 0.02%
7,994
135
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136
$311K 0.02%
7,246
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137
$308K 0.02%
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138
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2,421
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139
$305K 0.02%
2,341
140
$300K 0.02%
2,117
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141
$298K 0.02%
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142
$296K 0.02%
4,243
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144
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3,400
145
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477
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146
$274K 0.02%
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147
$272K 0.02%
3,637
148
$272K 0.02%
5,513
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149
$269K 0.02%
2,590
150
$265K 0.02%
2,259
-2,042
4 5
6
7 8