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
$2.17B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.39M
3
+$1.21M
4
EIX icon
Edison International
EIX
+$1.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$379K

Top Sells

1
+$25.2M
2
+$18.3M
3
+$4.05M
4
NKE icon
Nike
NKE
+$2.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.79M

Sector Composition

1 Healthcare 59.75%
2 Technology 5.24%
3 Financials 2.35%
4 Industrials 1.67%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.12M 0.28%
80,983
+565
27
$5.73M 0.26%
11,020
-847
28
$5.66M 0.26%
147,637
-16,393
29
$5.53M 0.26%
8,801
-357
30
$5.39M 0.25%
22,987
-1,264
31
$5.38M 0.25%
23,454
-1,649
32
$5.23M 0.24%
23,158
-654
33
$5.18M 0.24%
56,093
+993
34
$5.07M 0.23%
44,799
-4,371
35
$5.04M 0.23%
9,698
-696
36
$4.86M 0.22%
36,221
+17,793
37
$4.77M 0.22%
17,093
-630
38
$4.61M 0.21%
143,492
-21,788
39
$4.52M 0.21%
4,410
-182
40
$4.47M 0.21%
8,972
-434
41
$3.95M 0.18%
60,696
+429
42
$3.87M 0.18%
61,904
43
$3.76M 0.17%
69,790
44
$3.71M 0.17%
32,198
+5
45
$3.71M 0.17%
24,894
-270
46
$3.46M 0.16%
78,656
-98
47
$3.38M 0.16%
7,449
+2,665
48
$3.35M 0.15%
18,290
-1,289
49
$3.27M 0.15%
5,563
-26
50
$3.27M 0.15%
57,882
-2,377
1
2
3 4 5