FWTB

First Western Trust Bank Portfolio holdings

AUM $2.18B
1-Year Est. Return 8.17%
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$125M
3
+$80.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$59.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 58.75%
2 Technology 5.73%
3 Financials 3.52%
4 Consumer Discretionary 2.31%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.97M 0.46%
+31,839
27
$8.47M 0.44%
+60,263
28
$8.32M 0.43%
+33,151
29
$8.11M 0.42%
+10,430
30
$7.68M 0.39%
+46,250
31
$7.44M 0.38%
+15,547
32
$7.22M 0.37%
+84,434
33
$7.21M 0.37%
+36,678
34
$7.17M 0.37%
+85,517
35
$7.11M 0.37%
+114,673
36
$7M 0.36%
+25,299
37
$6.84M 0.35%
+48,548
38
$6.43M 0.33%
+15,343
39
$6.35M 0.33%
+13,461
40
$6.13M 0.32%
+81,923
41
$6.06M 0.31%
+33,588
42
$5.79M 0.3%
+25,470
43
$5.49M 0.28%
+11,933
44
$5.4M 0.28%
+45,560
45
$5.29M 0.27%
+43,668
46
$5.23M 0.27%
+38,921
47
$4.85M 0.25%
+28,781
48
$4.58M 0.24%
+44,884
49
$4.51M 0.23%
+143,487
50
$4.29M 0.22%
+9,316
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