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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.83M
3
+$5.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.29M

Top Sells

1
+$37.2M
2
+$26.8M
3
+$2.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.58M
5
DHR icon
Danaher
DHR
+$1.35M

Sector Composition

1 Healthcare 58.51%
2 Technology 6.16%
3 Financials 2.74%
4 Consumer Discretionary 2.42%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.17%
69,790
52
$3.46M 0.17%
103,782
-9,179
53
$3.24M 0.16%
6,791
-9
54
$3.23M 0.16%
78,560
+31,283
55
$3.06M 0.15%
18,007
-91
56
$2.88M 0.14%
10,525
-496
57
$2.81M 0.14%
56,710
+100
58
$2.79M 0.14%
10,624
-102,333
59
$2.54M 0.13%
43,991
60
$2.51M 0.12%
15,170
-9,537
61
$2.48M 0.12%
42,131
+2,829
62
$2.4M 0.12%
121,120
-9,660
63
$2.31M 0.12%
15,775
-353
64
$2.19M 0.11%
16,086
-5,000
65
$2.17M 0.11%
35,293
-3,257
66
$2.09M 0.1%
14,822
+2,907
67
$2.03M 0.1%
27,016
+1,535
68
$1.87M 0.09%
19,211
-44
69
$1.79M 0.09%
14,721
-150
70
$1.78M 0.09%
4,988
+53
71
$1.77M 0.09%
17,729
-554
72
$1.76M 0.09%
26,900
73
$1.74M 0.09%
33,889
-566
74
$1.58M 0.08%
19,904
-1,556
75
$1.5M 0.07%
9,898
+141
1 2
3
4 5