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
176
$237K 0.01%
+1,144
177
$232K 0.01%
7,203
+454
178
$228K 0.01%
1,397
179
$221K 0.01%
+3,485
180
$219K 0.01%
1,816
-750
181
$213K 0.01%
4,000
182
$210K 0.01%
1,804
-140
183
$208K 0.01%
5,282
184
– –
-4,057
185
– –
-43,820
186
– –
-2,096
187
– –
-15,237
188
– –
-1,756
189
– –
-5,091
190
– –
-1,743
191
– –
-35,442
4 5 6 7
8