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
$1.49B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.16M
3
+$2.16M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.93M
5
LWLG icon
Lightwave Logic
LWLG
+$1.79M

Top Sells

1
+$2.33M
2
+$2.01M
3
+$1.93M
4
BLK icon
Blackrock
BLK
+$1.85M
5
FRC
First Republic Bank
FRC
+$1.08M

Sector Composition

1 Healthcare 58.16%
2 Technology 5.48%
3 Financials 2.97%
4 Consumer Discretionary 2.42%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.37M 0.23%
136,759
+6,198
52
$3.21M 0.22%
36,769
+121
53
$3.19M 0.21%
22,771
+391
54
$3.13M 0.21%
34,664
-896
55
$3.08M 0.21%
18,864
+947
56
$3.06M 0.21%
11,136
+240
57
$2.79M 0.19%
59,974
-918
58
$2.75M 0.19%
38,755
-500
59
$2.56M 0.17%
52,382
-1,723
60
$2.45M 0.16%
19,387
+306
61
$2.42M 0.16%
10,418
+316
62
$2.19M 0.15%
39,079
+87
63
$2.1M 0.14%
10,617
64
$1.79M 0.12%
+243,598
65
$1.63M 0.11%
18,705
-459
66
$1.63M 0.11%
16,955
-8,891
67
$1.58M 0.11%
15,084
+18
68
$1.56M 0.11%
24,806
-57
69
$1.52M 0.1%
26,248
-1,131
70
$1.46M 0.1%
15,144
-136
71
$1.41M 0.1%
19,317
+186
72
$1.34M 0.09%
30,699
+390
73
$1.34M 0.09%
5,027
-168
74
$1.18M 0.08%
18,446
75
$1.13M 0.08%
7,831
+362
1 2
3
4 5