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
$2.1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$5.05M
3
+$3.12M
4
GEV icon
GE Vernova
GEV
+$444K
5
FN icon
Fabrinet
FN
+$250K

Top Sells

1
+$5.31M
2
+$2.88M
3
+$2.53M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.15M

Sector Composition

1 Healthcare 58.54%
2 Technology 5.57%
3 Financials 2.12%
4 Consumer Discretionary 1.83%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.17M 0.15%
31,921
-4,430
52
$3.16M 0.15%
10,617
53
$3.06M 0.15%
5,585
-934
54
$2.94M 0.14%
17,845
-35
55
$2.84M 0.14%
19,422
-2,093
56
$2.66M 0.13%
15,236
-712
57
$2.54M 0.12%
14,574
+827
58
$2.5M 0.12%
27,016
59
$2.4M 0.11%
22,599
-4,284
60
$2.4M 0.11%
37,771
-2,939
61
$2.31M 0.11%
18,680
-240
62
$2.22M 0.11%
12,126
-675
63
$2.2M 0.1%
43,991
64
$2.1M 0.1%
8,119
-1,656
65
$2.03M 0.1%
12,337
-1,080
66
$1.97M 0.09%
4,848
67
$1.93M 0.09%
17,549
-1,662
68
$1.92M 0.09%
113,194
-7,926
69
$1.78M 0.08%
26,900
70
$1.6M 0.08%
10,037
-2,967
71
$1.58M 0.08%
14,595
-126
72
$1.56M 0.07%
26,822
-4,456
73
$1.54M 0.07%
13,419
-989
74
$1.48M 0.07%
21,853
-341
75
$1.44M 0.07%
6,948
-550
1 2
3
4 5