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
$1.86B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$373K
3
+$307K
4
NU icon
Nu Holdings
NU
+$79.7K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$40.5K

Top Sells

1
+$4.37M
2
+$4.1M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.92M
5
COST icon
Costco
COST
+$1.38M

Sector Composition

1 Healthcare 57.75%
2 Technology 5.96%
3 Financials 2.55%
4 Consumer Discretionary 2.39%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.49M 0.19%
43,011
-2,908
52
$3.45M 0.19%
19,832
-1,174
53
$3.34M 0.18%
35,411
54
$3.14M 0.17%
61,904
55
$3.12M 0.17%
11,021
-216
56
$3.07M 0.16%
18,098
-126
57
$3.02M 0.16%
69,790
58
$2.92M 0.16%
6,800
-621
59
$2.62M 0.14%
21,086
-4,500
60
$2.46M 0.13%
56,610
-5,890
61
$2.37M 0.13%
130,780
62
$2.35M 0.13%
16,128
-160
63
$2.25M 0.12%
38,550
-1,294
64
$2.21M 0.12%
43,991
65
$2.2M 0.12%
39,302
-903
66
$2.15M 0.12%
18,283
-431
67
$2M 0.11%
34,455
-1,626
68
$1.86M 0.1%
19,255
-46
69
$1.85M 0.1%
47,277
-493
70
$1.74M 0.09%
25,481
71
$1.73M 0.09%
4,935
+113
72
$1.67M 0.09%
14,871
-184
73
$1.59M 0.09%
26,900
74
$1.57M 0.08%
11,915
-1,961
75
$1.55M 0.08%
21,460
-632
1 2
3
4 5