FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.53M
3
+$3.15M
4
WMB icon
Williams Companies
WMB
+$304K
5
DVY icon
iShares Select Dividend ETF
DVY
+$261K

Top Sells

1
+$94.1M
2
+$4.4M
3
+$3.85M
4
NVDA icon
NVIDIA
NVDA
+$3.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.54M

Sector Composition

1 Healthcare 59.23%
2 Technology 5.38%
3 Financials 2.54%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.17%
33,849
-1,492
52
$3.5M 0.16%
69,790
53
$3.43M 0.16%
6,519
-272
54
$3.4M 0.16%
21,515
-963
55
$3.29M 0.15%
78,673
+113
56
$3.13M 0.14%
17,880
-127
57
$3.06M 0.14%
10,617
-7
58
$2.49M 0.11%
40,710
-1,421
59
$2.46M 0.11%
13,747
-1,423
60
$2.46M 0.11%
15,948
-138
61
$2.42M 0.11%
43,991
62
$2.37M 0.11%
9,775
-750
63
$2.28M 0.1%
27,016
64
$2.18M 0.1%
19,211
65
$2.18M 0.1%
13,417
-2,358
66
$2.1M 0.1%
31,278
-4,015
67
$2.04M 0.09%
4,848
-140
68
$1.95M 0.09%
12,801
-2,021
69
$1.94M 0.09%
14,721
70
$1.82M 0.08%
13,004
-298
71
$1.81M 0.08%
33,338
-551
72
$1.81M 0.08%
26,900
73
$1.79M 0.08%
19,577
-327
74
$1.77M 0.08%
121,120
75
$1.71M 0.08%
18,920
-37,790
1 2
3
4 5