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
1
$1.08B 56.05%
3,768,680
-281,618
2
$116M 6.02%
307,250
-18,635
3
$79.8M 4.16%
1,141,604
-6,787
4
$47.2M 2.46%
264,534
-6,688
5
$41.8M 2.18%
102,131
+39,147
6
$30.1M 1.57%
666,878
+16,870
7
$25.4M 1.33%
112,950
+102,333
8
$22.5M 1.17%
136,154
+43
9
$22.1M 1.15%
76,749
+966
10
$21.4M 1.11%
426,830
-31,305
11
$17.8M 0.93%
87,352
+85,787
12
$12.5M 0.65%
255,277
+10,244
13
$12M 0.62%
24,058
+994
14
$11.8M 0.61%
113,378
+5,175
15
$11.7M 0.61%
41,684
+1,428
16
$11.2M 0.59%
120,843
+5,354
17
$11M 0.57%
48,579
+2,012
18
$10.7M 0.56%
57,532
+2,247
19
$10.6M 0.55%
18,313
+669
20
$9.9M 0.52%
33,551
+991
21
$9.64M 0.5%
43,136
+1,574
22
$9.55M 0.5%
77,849
+3,867
23
$9.48M 0.49%
33,174
+1,113
24
$9.36M 0.49%
119,466
+5,486
25
$9.07M 0.47%
126,867
-5,677
1
2 3 4 5