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
$1.98B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$44.7M
3
+$16.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$11.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.82M

Top Sells

1
+$83.9M
2
+$6.55M
3
+$3.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.91M
5
ROP icon
Roper Technologies
ROP
+$2.4M

Sector Composition

1 Healthcare 51.81%
2 Technology 4.37%
3 Industrials 2.51%
4 Financials 2.42%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
51
PepsiCo
PEP
$200B
$2.68M 0.14%
17,268
-718
KO icon
52
Coca-Cola
KO
$348B
$2.68M 0.14%
35,206
-215
GE icon
53
GE Aerospace
GE
$357B
$2.66M 0.13%
9,369
-233
AMT icon
54
American Tower
AMT
$86.5B
$2.52M 0.13%
14,630
+124
MYFW icon
55
First Western Financial
MYFW
$291M
$2.41M 0.12%
98,231
+6,752
IWB icon
56
iShares Russell 1000 ETF
IWB
$48.6B
$2.4M 0.12%
6,719
-2,610
EMR icon
57
Emerson Electric
EMR
$82.1B
$2.29M 0.12%
17,507
-2,000
IVW icon
58
iShares S&P 500 Growth ETF
IVW
$75.2B
$2.26M 0.11%
19,957
+71
PG icon
59
Procter & Gamble
PG
$350B
$2.2M 0.11%
15,204
-143
KNX icon
60
Knight Transportation
KNX
$12.9B
$2.16M 0.11%
37,460
-2,717
RTX icon
61
RTX Corp
RTX
$247B
$2.13M 0.11%
11,038
DIS icon
62
Walt Disney
DIS
$177B
$2.12M 0.11%
22,047
+351
KDP icon
63
Keurig Dr Pepper
KDP
$43.2B
$2.1M 0.11%
79,773
+15,536
GEV icon
64
GE Vernova
GEV
$263B
$2.01M 0.1%
2,298
-61
BMY icon
65
Bristol-Myers Squibb
BMY
$115B
$1.98M 0.1%
32,614
+10
FTV icon
66
Fortive
FTV
$18.4B
$1.72M 0.09%
31,146
-280
XOM icon
67
Exxon Mobil
XOM
$584B
$1.71M 0.09%
10,085
+404
IWD icon
68
iShares Russell 1000 Value ETF
IWD
$77.2B
$1.7M 0.09%
7,976
+380
LMT icon
69
Lockheed Martin
LMT
$122B
$1.67M 0.08%
2,765
+182
AXP icon
70
American Express
AXP
$229B
$1.66M 0.08%
5,479
-581
BRK.A icon
71
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.44M 0.07%
2
ABBV icon
72
AbbVie
ABBV
$392B
$1.35M 0.07%
6,204
-4
AVGO icon
73
Broadcom
AVGO
$1.87T
$1.28M 0.06%
4,150
-22
JNK icon
74
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$1.23M 0.06%
12,843
+23
LWLG icon
75
Lightwave Logic
LWLG
$1.55B
$1.22M 0.06%
173,598
-60,000
1 2
3
4 5