FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.53M
3
+$3.15M
4
WMB icon
Williams Companies
WMB
+$304K
5
DVY icon
iShares Select Dividend ETF
DVY
+$261K

Top Sells

1
+$94.1M
2
+$4.4M
3
+$3.85M
4
NVDA icon
NVIDIA
NVDA
+$3.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.54M

Sector Composition

1 Healthcare 59.23%
2 Technology 5.38%
3 Financials 2.54%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.86M 0.36%
12,095
-618
27
$7.37M 0.34%
64,815
-2,754
28
$7.21M 0.33%
31,243
-1,430
29
$7.13M 0.32%
44,633
-1,494
30
$6.98M 0.32%
87,416
-7,499
31
$6.71M 0.31%
218,737
+114,955
32
$6.44M 0.29%
19,120
-339
33
$6.42M 0.29%
31,297
-2,503
34
$6.11M 0.28%
64,989
-5,601
35
$5.99M 0.27%
70,454
-2,900
36
$5.93M 0.27%
81,914
-4,152
37
$5.78M 0.26%
22,913
-214
38
$5.46M 0.25%
74,553
-5,553
39
$5.43M 0.25%
12,753
-582
40
$5.33M 0.24%
61,921
-3,795
41
$5.2M 0.24%
26,329
-1,905
42
$5.08M 0.23%
10,072
-403
43
$4.94M 0.22%
5,920
-219
44
$4.45M 0.2%
36,351
-3,349
45
$4.37M 0.2%
31,790
-1,745
46
$4.14M 0.19%
26,883
-3,676
47
$4.01M 0.18%
18,813
+623
48
$3.84M 0.17%
61,593
-1,861
49
$3.78M 0.17%
59,108
-4,116
50
$3.78M 0.17%
61,904
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