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FWTB

First Western Trust Bank Portfolio holdings

AUM $1.98B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$44.7M
3
+$16.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$11.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.82M

Top Sells

1
+$83.9M
2
+$6.55M
3
+$3.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.91M
5
ROP icon
Roper Technologies
ROP
+$2.4M

Sector Composition

1 Healthcare 51.81%
2 Technology 4.37%
3 Industrials 2.51%
4 Financials 2.42%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
26
Texas Instruments
TXN
$285B
$6M 0.3%
30,916
-144
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$128B
$5.93M 0.3%
55,592
-864
ORCL icon
28
Oracle
ORCL
$554B
$5.12M 0.26%
34,786
-2,729
ECL icon
29
Ecolab
ECL
$75.6B
$4.93M 0.25%
18,520
-325
MAR icon
30
Marriott International
MAR
$106B
$4.64M 0.23%
14,195
-165
IVV icon
31
iShares Core S&P 500 ETF
IVV
$824B
$4.52M 0.23%
6,924
+2,771
TMO icon
32
Thermo Fisher Scientific
TMO
$176B
$4.36M 0.22%
8,867
-30
JNJ icon
33
Johnson & Johnson
JNJ
$567B
$4.32M 0.22%
17,664
-2,007
HON icon
34
Honeywell
HON
$144B
$4.22M 0.21%
18,660
-115
ABT icon
35
Abbott
ABT
$154B
$4.12M 0.21%
40,142
-620
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$4.09M 0.21%
75,749
+68,201
DHR icon
37
Danaher
DHR
$128B
$3.86M 0.19%
20,353
-14
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.48T
$3.81M 0.19%
13,267
-349
IJR icon
39
iShares Core S&P Small-Cap ETF
IJR
$107B
$3.78M 0.19%
30,391
+120
LHX icon
40
L3Harris
LHX
$56.7B
$3.75M 0.19%
10,858
-124
BLK icon
41
Blackrock
BLK
$162B
$3.72M 0.19%
3,870
-29
AMZN icon
42
Amazon
AMZN
$2.65T
$3.67M 0.19%
17,607
-246
DFAS icon
43
Dimensional US Small Cap ETF
DFAS
$14.9B
$3.49M 0.18%
49,052
-2,923
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.44M 0.17%
7,174
-92
ICE icon
45
Intercontinental Exchange
ICE
$79.2B
$3.31M 0.17%
21,031
-587
SPGI icon
46
S&P Global
SPGI
$126B
$3.25M 0.16%
7,633
-93
NEE icon
47
NextEra Energy
NEE
$180B
$3.14M 0.16%
33,776
+326
INTU icon
48
Intuit
INTU
$77.1B
$3.09M 0.16%
7,136
-501
ACN icon
49
Accenture
ACN
$102B
$2.78M 0.14%
14,041
+446
WMT icon
50
Walmart Inc
WMT
$961B
$2.7M 0.14%
21,685
+106
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