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
$1.86B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$373K
3
+$307K
4
NU icon
Nu Holdings
NU
+$79.7K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$40.5K

Top Sells

1
+$4.37M
2
+$4.1M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.92M
5
COST icon
Costco
COST
+$1.38M

Sector Composition

1 Healthcare 57.75%
2 Technology 5.96%
3 Financials 2.55%
4 Consumer Discretionary 2.39%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.32M 0.39%
15,107
-449
27
$7.01M 0.38%
101,692
-12,693
28
$6.99M 0.38%
73,144
-2,937
29
$6.88M 0.37%
70,989
-2,364
30
$6.81M 0.37%
13,330
-257
31
$6.42M 0.35%
34,730
-889
32
$5.69M 0.31%
33,598
-656
33
$5.68M 0.31%
75,838
-3,049
34
$5.54M 0.3%
10,864
-114
35
$5.34M 0.29%
20,058
-1,064
36
$5.2M 0.28%
46,064
-1,809
37
$5.07M 0.27%
90,710
-2,640
38
$5.07M 0.27%
13,864
-467
39
$4.91M 0.26%
29,830
-1,727
40
$4.84M 0.26%
88,118
-5,180
41
$4.83M 0.26%
33,394
-2,055
42
$4.72M 0.25%
24,021
-5
43
$4.32M 0.23%
75,375
-2,600
44
$4.12M 0.22%
57,656
-8,192
45
$4.1M 0.22%
6,344
-274
46
$3.8M 0.2%
34,505
-1,071
47
$3.75M 0.2%
24,707
-1,691
48
$3.57M 0.19%
68,031
-2,954
49
$3.57M 0.19%
112,961
-11,773
50
$3.52M 0.19%
22,616
-782
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