FWTB

First Western Trust Bank Portfolio holdings

AUM $2.03B
1-Year Est. Return 6.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.09M
3
+$1.94M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.52M

Top Sells

1
+$6.21M
2
+$5.57M
3
+$1.94M
4
VENU
Venu Holding Corp
VENU
+$1.66M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$1.03M

Sector Composition

1 Healthcare 59.33%
2 Technology 4.7%
3 Financials 2.39%
4 Industrials 1.87%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 0.29%
8,089
-60
27
$5.6M 0.25%
41,161
-1,051
28
$5.59M 0.25%
50,402
-1,208
29
$5.55M 0.25%
20,592
-647
30
$5.19M 0.23%
30,086
-1,210
31
$5.05M 0.23%
16,912
-1,155
32
$4.88M 0.22%
8,607
-320
33
$4.72M 0.21%
400,120
-177,000
34
$4.68M 0.21%
20,086
-573
35
$4.53M 0.2%
133,920
-5,465
36
$4.37M 0.2%
132,096
-3,315
37
$4.27M 0.19%
4,074
-84
38
$4.25M 0.19%
23,155
-369
39
$4.24M 0.19%
8,044
-170
40
$4.15M 0.19%
15,174
-723
41
$4M 0.18%
20,257
-913
42
$3.86M 0.17%
77,957
+286
43
$3.84M 0.17%
9,467
-801
44
$3.76M 0.17%
59,032
-673
45
$3.62M 0.16%
16,382
-166
46
$3.5M 0.16%
32,045
+59
47
$3.42M 0.15%
7,048
-335
48
$3.32M 0.15%
5,352
-194
49
$3.22M 0.14%
9,472
-457
50
$3.11M 0.14%
25,086
-496
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