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
$2.17B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.39M
3
+$1.21M
4
EIX icon
Edison International
EIX
+$1.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$379K

Top Sells

1
+$25.2M
2
+$18.3M
3
+$4.05M
4
NKE icon
Nike
NKE
+$2.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.79M

Sector Composition

1 Healthcare 59.75%
2 Technology 5.24%
3 Financials 2.35%
4 Industrials 1.67%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.15%
29,297
+875
52
$3.2M 0.15%
9,933
-684
53
$3.09M 0.14%
6,952
-387
54
$2.84M 0.13%
39,606
-7,137
55
$2.81M 0.13%
19,455
-181
56
$2.71M 0.13%
17,796
+17
57
$2.65M 0.12%
26,131
-574
58
$2.6M 0.12%
12,347
-1,720
59
$2.28M 0.11%
36,669
+57
60
$2.27M 0.1%
11,902
-55
61
$2.24M 0.1%
13,390
-13
62
$2.18M 0.1%
111,675
-8,482
63
$2.17M 0.1%
17,549
64
$2.17M 0.1%
25,413
+1,328
65
$2.13M 0.1%
40,177
-3,670
66
$2.01M 0.09%
10,883
-3,346
67
$1.98M 0.09%
21,869
+87
68
$1.96M 0.09%
6,746
+156
69
$1.91M 0.09%
33,844
+28
70
$1.69M 0.08%
15,752
+1,160
71
$1.65M 0.08%
6,871
+585
72
$1.6M 0.07%
9,609
+9
73
$1.54M 0.07%
14,610
74
$1.42M 0.07%
2,920
+5
75
$1.37M 0.06%
26,900
1 2
3
4 5