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
$2.05B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$3.44M
3
+$3.04M
4
COST icon
Costco
COST
+$486K
5
ITW icon
Illinois Tool Works
ITW
+$442K

Top Sells

1
+$4.68M
2
+$3.59M
3
+$3.26M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.04M

Sector Composition

1 Healthcare 58.56%
2 Technology 6.01%
3 Financials 2.5%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.08%
4,822
-104
77
$1.63M 0.08%
233,598
78
$1.31M 0.06%
10,056
-312
79
$1.28M 0.06%
9,100
-1,780
80
$1.24M 0.06%
23,757
-807
81
$1.23M 0.06%
2,666
-195
82
$1.2M 0.06%
10,408
-2,991
83
$1.17M 0.06%
8,820
+79
84
$1.15M 0.06%
13,765
-77
85
$1.14M 0.06%
18,297
-149
86
$1.11M 0.05%
10,079
-3,998
87
$1.08M 0.05%
12,264
-851
88
$1.05M 0.05%
2,191
89
$1.03M 0.05%
28,199
-3,479
90
$994K 0.05%
30,251
-1,413
91
$981K 0.05%
19,087
-453
92
$964K 0.05%
16,352
-34
93
$956K 0.05%
9,759
-26
94
$949K 0.05%
6,033
-1,877
95
$929K 0.05%
2,363
+48
96
$895K 0.04%
5,552
97
$871K 0.04%
6,465
-579
98
$864K 0.04%
3,011
-3,109
99
$843K 0.04%
1,798
-243
100
$835K 0.04%
3,441
-509
2 3
4
5 6