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
$1.74B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.13M
3
+$3.05M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$4.95M
2
+$4.3M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$502K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$457K

Sector Composition

1 Healthcare 59.86%
2 Technology 5.25%
3 Financials 2.99%
4 Consumer Discretionary 2.57%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.9M 0.45%
36,886
+1,774
27
$7.9M 0.45%
71,936
+1,179
28
$7.59M 0.44%
56,628
+1,753
29
$7.1M 0.41%
100,839
+5,488
30
$6.7M 0.38%
80,194
+3,028
31
$6.53M 0.37%
30,824
-1,471
32
$6.48M 0.37%
75,466
+6,323
33
$6.41M 0.37%
14,840
+92
34
$6.4M 0.37%
26,010
+1,131
35
$5.14M 0.3%
13,208
-183
36
$4.96M 0.28%
34,089
+1,878
37
$4.91M 0.28%
22,933
-2,134
38
$4.8M 0.28%
14,343
-468
39
$4.58M 0.26%
21,993
+25
40
$4.54M 0.26%
6,406
+28
41
$4.53M 0.26%
44,830
+50
42
$4.51M 0.26%
25,509
+894
43
$4.32M 0.25%
35,442
+261
44
$4.29M 0.25%
28,316
+196
45
$4.14M 0.24%
85,468
+158
46
$4.13M 0.24%
+115,766
47
$3.96M 0.23%
45,632
+1,548
48
$3.81M 0.22%
11,317
+181
49
$3.72M 0.21%
237,511
-807
50
$3.67M 0.21%
9,556
-23
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