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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.83M
3
+$5.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.29M

Top Sells

1
+$37.2M
2
+$26.8M
3
+$2.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.58M
5
DHR icon
Danaher
DHR
+$1.35M

Sector Composition

1 Healthcare 58.51%
2 Technology 6.16%
3 Financials 2.74%
4 Consumer Discretionary 2.42%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.66M 0.38%
70,590
-2,554
27
$7.44M 0.37%
67,569
-3,420
28
$7.15M 0.36%
94,915
-6,777
29
$7.09M 0.35%
33,800
-930
30
$6.49M 0.32%
80,106
+4,268
31
$6.48M 0.32%
32,673
-925
32
$6.25M 0.31%
10,475
-389
33
$6.13M 0.31%
46,127
+63
34
$6.1M 0.3%
28,234
-1,596
35
$5.95M 0.3%
73,354
+15,698
36
$5.92M 0.29%
86,066
-2,052
37
$5.9M 0.29%
19,459
-599
38
$5.87M 0.29%
13,335
-529
39
$5.22M 0.26%
23,127
-894
40
$4.98M 0.25%
6,139
-205
41
$4.84M 0.24%
87,205
-3,505
42
$4.47M 0.22%
30,559
-2,835
43
$4.31M 0.21%
33,535
-970
44
$3.84M 0.19%
63,224
-12,151
45
$3.83M 0.19%
18,190
-1,642
46
$3.83M 0.19%
35,341
-70
47
$3.78M 0.19%
63,454
-4,577
48
$3.58M 0.18%
39,700
-3,311
49
$3.55M 0.18%
61,904
50
$3.52M 0.18%
22,478
-138
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