First Western Financial Inc (MYFW) — Strategic Asset Allocation Index
First Western Financial Inc (MYFW) has a Strategic Asset Allocation Index of 75.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $212.08 Million) total $212.08 Million, measured against net assets of $280.59 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is First Western Financial Inc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
First Western Financial Inc Strategic Asset Allocation Index (2016–2025)
This chart shows how First Western Financial Inc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of June 2026, the index stands at 75.6%, representing strategic assets of $212.08 Million against net assets of $280.59 Million USD. For live market cap and overall valuation, see First Western Financial Inc stock valuation.
Annual Strategic Asset Allocation Index for First Western Financial Inc (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for First Western Financial Inc from 2016 to 2025, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See MYFW net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 55.5% | $147.34 Million | $- | $147.34 Million | $265.56 Million | ▲ +23.1 pp |
| 2024 | 32.3% | $81.59 Million | $- | $81.59 Million | $252.32 Million | ▼ -1.1 pp |
| 2023 | 33.5% | $81.26 Million | $- | $81.26 Million | $242.74 Million | ▼ -13.6 pp |
| 2022 | 47.0% | $113.28 Million | $25.12 Million | $88.17 Million | $240.86 Million | ▲ +9.2 pp |
| 2021 | 37.8% | $82.77 Million | $23.98 Million | $58.80 Million | $219.04 Million | ▼ -1074.8 pp |
| 2020 | 1112.6% | $1.72 Billion | $5.32 Million | $1.72 Billion | $154.96 Million | ▲ +1053.9 pp |
| 2019 | 58.8% | $75.01 Million | $15.53 Million | $59.49 Million | $127.68 Million | ▲ +13.0 pp |
| 2018 | 45.8% | $53.49 Million | $6.10 Million | $47.39 Million | $116.88 Million | ▼ -15.1 pp |
| 2017 | 60.9% | $61.98 Million | $6.78 Million | $55.20 Million | $101.85 Million | ▼ -51.1 pp |
| 2016 | 112.0% | $107.42 Million | $8.00 Million | $99.42 Million | $95.93 Million | — |