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
$2.05B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$3.44M
3
+$3.04M
4
COST icon
Costco
COST
+$486K
5
ITW icon
Illinois Tool Works
ITW
+$442K

Top Sells

1
+$4.68M
2
+$3.59M
3
+$3.26M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.04M

Sector Composition

1 Healthcare 58.56%
2 Technology 6.01%
3 Financials 2.5%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.9M 0.19%
124,734
+3,602
52
$3.89M 0.19%
70,985
+1,181
53
$3.87M 0.19%
23,398
-2,031
54
$3.53M 0.17%
35,411
-81
55
$3.38M 0.17%
18,224
-111
56
$3.37M 0.16%
11,237
-710
57
$3.31M 0.16%
7,421
-120
58
$3.28M 0.16%
61,904
59
$3.13M 0.15%
69,790
60
$3.04M 0.15%
+25,586
61
$2.66M 0.13%
39,844
-4,296
62
$2.64M 0.13%
62,500
+130
63
$2.47M 0.12%
16,288
-5,486
64
$2.44M 0.12%
43,991
65
$2.43M 0.12%
130,780
+4,008
66
$2.42M 0.12%
40,205
+21
67
$2.31M 0.11%
36,081
-2,848
68
$2.19M 0.11%
15,055
69
$2.01M 0.1%
18,714
-336
70
$1.94M 0.1%
47,770
-866
71
$1.8M 0.09%
25,481
72
$1.74M 0.09%
19,301
+13
73
$1.7M 0.08%
26,900
74
$1.68M 0.08%
13,876
-1,937
75
$1.66M 0.08%
22,092
-3,704
1 2
3
4 5