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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.83M
3
+$5.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.29M

Top Sells

1
+$37.2M
2
+$26.8M
3
+$2.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.58M
5
DHR icon
Danaher
DHR
+$1.35M

Sector Composition

1 Healthcare 58.51%
2 Technology 6.16%
3 Financials 2.74%
4 Consumer Discretionary 2.42%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.07%
13,302
+1,088
77
$1.21M 0.06%
7,621
-615
78
$1.21M 0.06%
22,995
-612
79
$1.2M 0.06%
11,025
+632
80
$1.17M 0.06%
2,576
-90
81
$1.16M 0.06%
233,598
82
$1.16M 0.06%
18,690
+774
83
$1.13M 0.06%
12,778
-279
84
$1.07M 0.05%
7,197
+1,157
85
$1.05M 0.05%
6,762
+1,562
86
$1.03M 0.05%
19,087
87
$1M 0.05%
6,451
-843
88
$973K 0.05%
1,669
+93
89
$959K 0.05%
2,249
-67
90
$914K 0.05%
5,586
+438
91
$873K 0.04%
17,373
-3,030
92
$864K 0.04%
30,012
+3,192
93
$840K 0.04%
2,805
94
$831K 0.04%
24,178
95
$823K 0.04%
27,735
96
$822K 0.04%
6,700
97
$807K 0.04%
13,041
-1,468
98
$803K 0.04%
3,657
-167
99
$785K 0.04%
6,750
-3,717
100
$778K 0.04%
9,250
-409
2 3
4
5 6