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
$2.09B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.39M
3
+$5.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$89.5M
2
+$3.87M
3
+$3.76M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.09M
5
MSFT icon
Microsoft
MSFT
+$1.87M

Sector Composition

1 Healthcare 59.71%
2 Technology 4.66%
3 Financials 2.42%
4 Industrials 1.67%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.14%
51,351
-6,531
52
$2.78M 0.13%
39,155
-451
53
$2.64M 0.13%
36,828
+159
54
$2.52M 0.12%
25,582
-3,715
55
$2.44M 0.12%
16,283
-1,513
56
$2.41M 0.12%
25,966
-165
57
$2.38M 0.11%
11,359
-988
58
$2.27M 0.11%
13,307
-83
59
$2.21M 0.11%
5,768
-1,184
60
$2.2M 0.11%
112,170
+495
61
$2.06M 0.1%
33,842
-2
62
$2M 0.1%
10,641
-242
63
$1.95M 0.09%
22,239
+370
64
$1.92M 0.09%
17,549
65
$1.92M 0.09%
9,574
-35
66
$1.9M 0.09%
6,729
-142
67
$1.82M 0.09%
11,669
-233
68
$1.75M 0.08%
40,177
69
$1.71M 0.08%
5,791
-955
70
$1.6M 0.08%
2
71
$1.59M 0.08%
13,397
-2,355
72
$1.48M 0.07%
11,142
+161
73
$1.43M 0.07%
12,649
-1,961
74
$1.31M 0.06%
20,117
-5,296
75
$1.25M 0.06%
2,803
-117
1 2
3
4 5