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
$2.1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$5.05M
3
+$3.12M
4
GEV icon
GE Vernova
GEV
+$444K
5
FN icon
Fabrinet
FN
+$250K

Top Sells

1
+$5.31M
2
+$2.88M
3
+$2.53M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.15M

Sector Composition

1 Healthcare 58.54%
2 Technology 5.57%
3 Financials 2.12%
4 Consumer Discretionary 1.83%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.78M 0.32%
12,023
-2,141
27
$6.74M 0.32%
10,260
-1,835
28
$6.52M 0.31%
83,258
-4,158
29
$6.32M 0.3%
26,542
-4,701
30
$6.29M 0.3%
188,394
-30,343
31
$5.77M 0.27%
55,571
-9,244
32
$5.69M 0.27%
26,663
-4,634
33
$5.53M 0.26%
37,133
-7,500
34
$5.53M 0.26%
67,511
-2,943
35
$4.81M 0.23%
19,886
-3,027
36
$4.81M 0.23%
8,650
-1,422
37
$4.76M 0.23%
10,672
-2,081
38
$4.34M 0.21%
22,336
-3,993
39
$4.12M 0.2%
60,114
-14,439
40
$4.09M 0.19%
54,269
-10,720
41
$3.97M 0.19%
5,037
-883
42
$3.89M 0.19%
69,747
-12,422
43
$3.86M 0.18%
64,316
+2,723
44
$3.78M 0.18%
27,645
-4,145
45
$3.69M 0.18%
16,420
-2,393
46
$3.66M 0.17%
51,696
-7,412
47
$3.6M 0.17%
33,793
-56
48
$3.58M 0.17%
61,904
49
$3.45M 0.16%
78,754
+81
50
$3.29M 0.16%
69,790
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