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
$1.49B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.16M
3
+$2.16M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.93M
5
LWLG icon
Lightwave Logic
LWLG
+$1.79M

Top Sells

1
+$2.33M
2
+$2.01M
3
+$1.93M
4
BLK icon
Blackrock
BLK
+$1.85M
5
FRC
First Republic Bank
FRC
+$1.08M

Sector Composition

1 Healthcare 58.16%
2 Technology 5.48%
3 Financials 2.97%
4 Consumer Discretionary 2.42%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 0.43%
113,583
-3,378
27
$6.35M 0.43%
95,351
-35,024
28
$6.16M 0.41%
74,065
+237
29
$6.05M 0.41%
77,166
+3,506
30
$5.97M 0.4%
24,879
+548
31
$5.86M 0.39%
35,112
+314
32
$5.74M 0.39%
54,875
-1,795
33
$5.3M 0.36%
14,748
+128
34
$5.27M 0.35%
25,067
-789
35
$5.19M 0.35%
13,391
+679
36
$4.82M 0.32%
24,742
+697
37
$4.65M 0.31%
32,211
-1,962
38
$4.59M 0.31%
35,181
-8,248
39
$4.57M 0.31%
21,968
+20,020
40
$4.52M 0.3%
14,811
+342
41
$4.26M 0.29%
69,143
+2,018
42
$4.19M 0.28%
44,780
+1,864
43
$4.16M 0.28%
44,084
+149
44
$4.02M 0.27%
24,615
+1,634
45
$3.82M 0.26%
28,120
-1,109
46
$3.75M 0.25%
85,310
+2,321
47
$3.51M 0.24%
6,378
-3,367
48
$3.51M 0.24%
238,318
+807
49
$3.44M 0.23%
9,579
-26
50
$3.39M 0.23%
39,439
+846
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