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
$1.92B
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
126
$478K 0.02%
7,157
-6,467
127
$463K 0.02%
17,378
128
$445K 0.02%
5,310
129
$436K 0.02%
2,067
+554
130
$431K 0.02%
+8,582
131
$431K 0.02%
2,341
132
$430K 0.02%
1,878
133
$430K 0.02%
4,237
-16
134
$424K 0.02%
4,529
135
$423K 0.02%
2,144
136
$412K 0.02%
1,706
-66
137
$407K 0.02%
5,842
138
$397K 0.02%
2,580
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139
$394K 0.02%
2,033
140
$392K 0.02%
477
141
$391K 0.02%
10,044
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142
$386K 0.02%
8,444
143
$377K 0.02%
7,217
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144
$372K 0.02%
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-66
145
$361K 0.02%
1,931
146
$360K 0.02%
4,261
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147
$358K 0.02%
3,424
148
$355K 0.02%
7,994
149
$347K 0.02%
6,253
-314
150
$342K 0.02%
1,045
+43
4 5
6
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