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MYFW · First Western Financial Inc

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$31.71 +0.11 (+0.35%) At close · Aug 14
Market Cap
$309.65M
Shares
9.77M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding MYFW

132 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 259,432 $6,376,839 0.00%
iShares Russell 2000 ETF 208,056 $5,114,016 0.01%
RMB Mendon Financial Services Fund 196,656 $4,833,804 2.13%
Fidelity Small Cap Index Fund 79,314 $2,245,379 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 85,251 $2,095,470 0.00%
DIAMOND HILL SMALL CAP FUND 69,941 $1,719,150 0.74%
U.S. Targeted Value Portfolio 45,514 $1,288,501 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 42,593 $1,242,438 0.01%
iShares Russell 2000 Value ETF 49,752 $1,222,904 0.01%
Fidelity Extended Market Index Fund 34,666 $1,011,207 0.00%
Hotchkis and Wiley Small Cap Diversified Value Fund 30,900 $992,199 0.11%
ACUITAS US MICROCAP FUND 37,094 $911,771 0.93%
U.S. SMALL CAP VALUE PORTFOLIO 32,129 $909,572 0.00%
EA Bridgeway Omni Small-Cap Value ETF 36,468 $896,383 0.04%
Blackstone Alternative Multi-Strategy Fund 35,704 $877,604 0.02%
Dimensional U.S. Small Cap ETF 29,935 $847,460 0.01%
U.S. SMALL CAP PORTFOLIO 29,332 $830,389 0.00%
Dimensional U.S. Targeted Value ETF 29,162 $825,576 0.01%
iShares Core S&P Total U.S. Stock Market ETF 31,613 $777,048 0.00%
iShares Russell 2000 Growth ETF 25,034 $615,336 0.01%
First Trust Dow Jones Select MicroCap Index Fund 24,432 $600,539 0.27%
SmallCap Value Fund II 20,204 $571,975 0.05%
iShares Micro-Cap ETF 20,942 $514,754 0.04%
Ultra-Small Company Fund 20,831 $512,026 0.60%
Schwab Small-Cap Index Fund 17,914 $507,145 0.01%
Dimensional US Small Cap Value ETF 14,112 $399,511 0.01%
U.S. MICRO CAP PORTFOLIO 13,622 $385,639 0.01%
Fidelity Total Market Index Fund 12,849 $374,805 0.00%
AST Small-Cap Equity Portfolio 14,480 $355,918 0.02%
Master Small Cap Index Series 14,276 $350,904 0.01%
Avantis U.S. Small Cap Equity ETF 11,963 $348,961 0.01%
Fidelity Series Total Market Index Fund 11,366 $331,546 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 11,240 $318,204 0.00%
Multi-Manager Small Cap Equity Strategies Fund 10,900 $317,953 0.02%
Nuveen Small Cap Blend Index Fund 11,035 $312,401 0.01%
Ultra-Small Company Market Fund 12,651 $310,962 0.25%
Multi-Manager U.S. Small Cap Equity Fund 10,900 $308,579 0.09%
Omni Small-Cap Value Fund 12,500 $307,250 0.03%
AUER GROWTH 10,000 $291,700 0.37%
Nuveen Equity Index Fund 10,088 $285,591 0.00%
Dimensional U.S. Core Equity 2 ETF 8,157 $230,925 0.00%
EQ/2000 Managed Volatility Portfolio 9,057 $222,621 0.01%
SIMT Tax-Managed Small/Mid Cap Fund 8,382 $206,030 0.03%
LVIP State Street Small-Cap Index Fund 5,900 $189,449 0.01%
Empower Small Cap Value Fund 7,300 $179,434 0.03%
Fidelity Nasdaq Composite Index Fund 5,701 $166,298 0.00%
Fidelity Small Cap Value Index Fund 6,288 $154,559 0.01%
DGHM MicroCap Value Fund 8,468 $154,541 0.94%
Clearwater Select Equity Fund 6,264 $153,969 0.04%
U.S. VECTOR EQUITY PORTFOLIO 5,270 $149,194 0.00%
Showing 1–50 of 132 positions
Key facts CIK 1327607 CUSIP 33751L105 13F (30d) 100 filings 98 filers Visit website Investor relations

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