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
$2.05B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$3.44M
3
+$3.04M
4
COST icon
Costco
COST
+$486K
5
ITW icon
Illinois Tool Works
ITW
+$442K

Top Sells

1
+$4.68M
2
+$3.59M
3
+$3.26M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.04M

Sector Composition

1 Healthcare 58.56%
2 Technology 6.01%
3 Financials 2.5%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.4M 0.41%
76,081
-1,768
27
$8.29M 0.41%
114,385
-12,482
28
$8M 0.39%
73,353
-1,452
29
$7.48M 0.37%
15,556
+42
30
$7.39M 0.36%
35,619
-2,047
31
$6.96M 0.34%
35,449
-813
32
$6.39M 0.31%
34,254
-1,819
33
$6.23M 0.3%
13,587
+86
34
$6.12M 0.3%
31,557
-629
35
$6.08M 0.3%
78,887
-1,112
36
$6.04M 0.3%
47,873
-178
37
$5.81M 0.28%
21,122
-706
38
$5.79M 0.28%
77,975
-5,144
39
$5.75M 0.28%
14,331
-427
40
$5.37M 0.26%
10,978
-935
41
$5.29M 0.26%
93,298
-11,292
42
$5.26M 0.26%
93,350
+915
43
$4.98M 0.24%
65,848
-26,620
44
$4.57M 0.22%
6,618
-105
45
$4.41M 0.22%
24,026
+266
46
$4.37M 0.21%
25,710
-1,136
47
$4.17M 0.2%
26,398
-544
48
$4.11M 0.2%
21,006
-1,803
49
$4.1M 0.2%
45,919
-2,227
50
$4.02M 0.2%
35,576
-796
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