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
$1.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$125M
3
+$80.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$59.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 58.75%
2 Technology 5.73%
3 Financials 3.52%
4 Consumer Discretionary 2.31%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.25M 0.22%
+90,850
52
$4.24M 0.22%
+24,003
53
$4.14M 0.21%
+23,056
54
$4.02M 0.21%
+67,345
55
$3.99M 0.21%
+36,588
56
$3.85M 0.2%
+67,800
57
$3.15M 0.16%
+42,666
58
$3.08M 0.16%
+18,305
59
$3.05M 0.16%
+19,734
60
$2.83M 0.15%
+54,105
61
$2.69M 0.14%
+10,617
62
$2.68M 0.14%
+43,120
63
$2.62M 0.13%
+10,354
64
$2.23M 0.11%
+101,865
65
$2.22M 0.11%
+17,247
66
$2.18M 0.11%
+28,048
67
$2.18M 0.11%
+15,280
68
$2.15M 0.11%
+21,758
69
$1.99M 0.1%
+25,303
70
$1.9M 0.1%
+22,731
71
$1.81M 0.09%
+5,056
72
$1.75M 0.09%
+10,718
73
$1.65M 0.08%
+31,416
74
$1.52M 0.08%
+9,140
75
$1.5M 0.08%
+13,636
1 2
3
4 5