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
$1.74B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.13M
3
+$3.05M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$4.95M
2
+$4.3M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$502K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$457K

Sector Composition

1 Healthcare 59.86%
2 Technology 5.25%
3 Financials 2.99%
4 Consumer Discretionary 2.57%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.21%
35,356
+692
52
$3.57M 0.2%
126,772
-9,987
53
$3.53M 0.2%
11,465
+1,047
54
$3.46M 0.2%
36,530
-239
55
$3.39M 0.19%
66,267
+6,293
56
$3.35M 0.19%
18,534
-330
57
$3.31M 0.19%
22,228
-543
58
$3.3M 0.19%
21,787
+2,400
59
$2.95M 0.17%
41,467
+2,028
60
$2.81M 0.16%
39,028
+273
61
$2.53M 0.15%
39,787
+708
62
$2.31M 0.13%
44,082
-8,300
63
$2.24M 0.13%
10,617
64
$2.09M 0.12%
18,943
+238
65
$1.92M 0.11%
15,055
-29
66
$1.86M 0.11%
19,312
-5
67
$1.68M 0.1%
24,596
-210
68
$1.63M 0.09%
31,804
+1,105
69
$1.59M 0.09%
5,134
+107
70
$1.55M 0.09%
11,171
+2,938
71
$1.49M 0.09%
25,481
-767
72
$1.46M 0.08%
13,159
+185
73
$1.42M 0.08%
7,904
+73
74
$1.4M 0.08%
13,281
-3,674
75
$1.4M 0.08%
15,731
+587
1 2
3
4 5