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
$1.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$125M
3
+$80.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$59.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 58.75%
2 Technology 5.73%
3 Financials 3.52%
4 Consumer Discretionary 2.31%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.07%
+8,722
77
$1.42M 0.07%
+3,176
78
$1.34M 0.07%
+18,487
79
$1.33M 0.07%
+19,834
80
$1.33M 0.07%
+26,715
81
$1.31M 0.07%
+5,800
82
$1.25M 0.06%
+4,839
83
$1.25M 0.06%
+24,225
84
$1.24M 0.06%
+2,488
85
$1.19M 0.06%
+9,173
86
$1.17M 0.06%
+3,225
87
$1.15M 0.06%
+7,020
88
$1.13M 0.06%
+11,062
89
$1.08M 0.06%
+13,081
90
$1.07M 0.06%
+2
91
$1.07M 0.05%
+31,322
92
$1.04M 0.05%
+19,676
93
$1.02M 0.05%
+8,722
94
$978K 0.05%
+9,700
95
$936K 0.05%
+15,889
96
$899K 0.05%
+7,102
97
$875K 0.05%
+1,681
98
$848K 0.04%
+46,496
99
$813K 0.04%
+3,569
100
$808K 0.04%
+5,331
2 3
4
5 6