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FWTB

First Western Trust Bank Portfolio holdings

AUM $1.98B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$3.81M
3
+$3.37M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.24M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$1.17M
4
BF.B icon
Brown-Forman Class B
BF.B
+$921K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$772K

Sector Composition

1 Healthcare 56.69%
2 Technology 5%
3 Financials 2.42%
4 Industrials 1.92%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.13%
9,548
-1,634
52
$2.78M 0.13%
4,153
-1,199
53
$2.77M 0.13%
24,160
-926
54
$2.75M 0.13%
11,281
-161
55
$2.58M 0.12%
34,128
-3,297
56
$2.52M 0.12%
109,503
-3,162
57
$2.42M 0.11%
36,515
-1,135
58
$2.4M 0.11%
19,886
-6,080
59
$2.29M 0.11%
17,494
-53
60
$2.2M 0.1%
21,395
-465
61
$2.19M 0.1%
15,559
-194
62
$2.02M 0.09%
13,167
-126
63
$1.85M 0.08%
11,050
-51
64
$1.64M 0.08%
4,654
-673
65
$1.59M 0.07%
40,177
66
$1.57M 0.07%
32,129
-3,285
67
$1.55M 0.07%
7,597
-2,356
68
$1.55M 0.07%
2,515
-355
69
$1.52M 0.07%
5,584
-15
70
$1.51M 0.07%
6,109
-182
71
$1.51M 0.07%
2
72
$1.47M 0.07%
32,627
-763
73
$1.39M 0.06%
2,783
-20
74
$1.39M 0.06%
12,288
-1,060
75
$1.31M 0.06%
6,700
1 2
3
4 5