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
$1.51B
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
1
$808M 53.6%
4,050,036
-3,193
2
$101M 6.71%
289,131
-6,656
3
$65.8M 4.37%
1,008,615
-5,544
4
$49.1M 3.26%
287,923
-344
5
$31.1M 2.07%
759,078
-47,679
6
$24M 1.59%
63,133
+13,176
7
$19.8M 1.32%
76,260
-3,595
8
$19.6M 1.3%
428,085
+185,865
9
$15.4M 1.02%
110,764
-9,060
10
$12.1M 0.8%
108,340
-7,640
11
$10.5M 0.7%
22,331
-1,430
12
$9.36M 0.62%
37,766
-1,030
13
$9.31M 0.62%
46,670
-1,948
14
$8.99M 0.6%
34,978
-2,270
15
$8.98M 0.6%
16,756
-1,071
16
$8.98M 0.6%
130,375
+44,858
17
$8.84M 0.59%
31,584
-1,210
18
$8.76M 0.58%
39,072
-2,380
19
$8.53M 0.57%
235,654
-11,337
20
$8.38M 0.56%
30,579
-1,928
21
$8.16M 0.54%
53,409
-3,060
22
$7.93M 0.53%
31,328
-1,823
23
$7.87M 0.52%
123,704
-8,864
24
$7.79M 0.52%
71,362
-4,334
25
$7.62M 0.51%
73,828
-5,169
1
2 3 4 5