We are live on ! Find out more
FWTB

First Western Trust Bank Portfolio holdings

AUM $1.98B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$3.81M
3
+$3.37M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.24M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$1.17M
4
BF.B icon
Brown-Forman Class B
BF.B
+$921K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$772K

Sector Composition

1 Healthcare 56.69%
2 Technology 5%
3 Financials 2.42%
4 Industrials 1.92%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.96M 0.27%
32,456
-757
27
$5.47M 0.25%
49,271
-1,131
28
$5.29M 0.24%
7,747
-342
29
$5.28M 0.24%
19,263
-1,329
30
$5.25M 0.24%
39,197
-1,964
31
$4.58M 0.21%
3,931
-143
32
$4.37M 0.2%
127,007
-6,913
33
$4.35M 0.2%
80,316
+2,359
34
$4.34M 0.2%
8,942
-525
35
$4.12M 0.19%
8,267
-340
36
$4.1M 0.19%
20,647
-664
37
$3.85M 0.18%
19,404
-853
38
$3.82M 0.18%
55,793
-3,239
39
$3.77M 0.17%
7,751
-293
40
$3.77M 0.17%
14,465
-709
41
$3.71M 0.17%
15,052
-1,860
42
$3.69M 0.17%
21,926
-1,229
43
$3.66M 0.17%
7,276
+228
44
$3.6M 0.17%
30,294
-1,751
45
$3.49M 0.16%
27,064
-3,022
46
$3.41M 0.16%
9,329
-143
47
$3.38M 0.16%
18,238
-596
48
$3.33M 0.15%
10,912
-91
49
$3.08M 0.14%
120,877
-11,219
50
$3.02M 0.14%
15,686
-696
1
2
3 4 5