FWTB

First Western Trust Bank Portfolio holdings

AUM $2.03B
1-Year Est. Return 6.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.09M
3
+$1.94M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.52M

Top Sells

1
+$6.21M
2
+$5.57M
3
+$1.94M
4
VENU
Venu Holding Corp
VENU
+$1.66M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$1.03M

Sector Composition

1 Healthcare 59.33%
2 Technology 4.7%
3 Financials 2.39%
4 Industrials 1.87%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.13%
11,182
+1,608
52
$2.88M 0.13%
18,834
-160
53
$2.86M 0.13%
25,966
54
$2.76M 0.12%
11,003
-356
55
$2.66M 0.12%
37,650
+822
56
$2.6M 0.12%
37,425
-1,730
57
$2.54M 0.11%
112,665
+495
58
$2.34M 0.11%
17,547
-2
59
$2.14M 0.1%
21,860
-379
60
$2.12M 0.1%
13,293
-14
61
$2.08M 0.09%
15,753
-530
62
$2.06M 0.09%
5,327
-441
63
$2.03M 0.09%
11,442
-227
64
$1.93M 0.09%
9,953
-688
65
$1.85M 0.08%
35,414
-15,937
66
$1.78M 0.08%
40,177
67
$1.68M 0.08%
6,291
-438
68
$1.62M 0.07%
11,101
-41
69
$1.58M 0.07%
5,599
-192
70
$1.55M 0.07%
33,390
-452
71
$1.52M 0.07%
2,870
+395
72
$1.46M 0.07%
2
73
$1.44M 0.06%
19,424
-693
74
$1.44M 0.06%
13,348
-49
75
$1.3M 0.06%
2,803
1 2
3
4 5