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
$2.09B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.39M
3
+$5.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$89.5M
2
+$3.87M
3
+$3.76M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.09M
5
MSFT icon
Microsoft
MSFT
+$1.87M

Sector Composition

1 Healthcare 59.71%
2 Technology 4.66%
3 Financials 2.42%
4 Industrials 1.67%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.79M 0.28%
71,768
+2,383
27
$5.78M 0.28%
51,610
-4,483
28
$5.64M 0.27%
18,067
-1,498
29
$5.6M 0.27%
42,212
-2,587
30
$5.38M 0.26%
21,239
-1,748
31
$5.34M 0.26%
+577,120
32
$5.26M 0.25%
8,927
-771
33
$5.11M 0.24%
10,268
-752
34
$5M 0.24%
8,149
-652
35
$4.63M 0.22%
135,411
-8,081
36
$4.37M 0.21%
20,659
-2,499
37
$4.34M 0.21%
21,170
-2,284
38
$4.18M 0.2%
38,602
+2,381
39
$4.17M 0.2%
8,214
-758
40
$4.06M 0.19%
23,524
-1,370
41
$3.94M 0.19%
4,158
-252
42
$3.93M 0.19%
7,383
-66
43
$3.79M 0.18%
15,897
-1,196
44
$3.6M 0.17%
16,548
-1,742
45
$3.57M 0.17%
59,705
-991
46
$3.52M 0.17%
77,671
-985
47
$3.34M 0.16%
31,986
-212
48
$3.15M 0.15%
18,994
-461
49
$3.12M 0.15%
5,546
-17
50
$3.05M 0.15%
9,929
-4
1
2
3 4 5