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
$1.74B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.13M
3
+$3.05M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$4.95M
2
+$4.3M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$502K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$457K

Sector Composition

1 Healthcare 59.86%
2 Technology 5.25%
3 Financials 2.99%
4 Consumer Discretionary 2.57%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.08%
2,819
+95
77
$1.29M 0.07%
18,446
78
$1.17M 0.07%
9,017
+480
79
$1.16M 0.07%
24,645
-78
80
$1.14M 0.07%
7,034
+458
81
$1.13M 0.06%
13,716
82
$1.05M 0.06%
2,361
83
$1.03M 0.06%
19,540
-66
84
$1.01M 0.06%
233,598
-10,000
85
$1.01M 0.06%
11,978
+4,851
86
$1M 0.06%
8,324
-30
87
$964K 0.06%
9,548
+26
88
$963K 0.06%
31,664
+3,824
89
$955K 0.05%
16,908
90
$937K 0.05%
2
91
$931K 0.05%
2,809
92
$926K 0.05%
1,746
+135
93
$914K 0.05%
62,560
+40,820
94
$907K 0.05%
13,624
-1,512
95
$884K 0.05%
+15,534
96
$860K 0.05%
4,007
+1,810
97
$853K 0.05%
4,747
-1,259
98
$840K 0.05%
15,237
+1,268
99
$825K 0.05%
24,653
-6,755
100
$824K 0.05%
3,979
-20,763
2 3
4
5 6