FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.53M
3
+$3.15M
4
WMB icon
Williams Companies
WMB
+$304K
5
DVY icon
iShares Select Dividend ETF
DVY
+$261K

Top Sells

1
+$94.1M
2
+$4.4M
3
+$3.85M
4
NVDA icon
NVIDIA
NVDA
+$3.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.54M

Sector Composition

1 Healthcare 59.23%
2 Technology 5.38%
3 Financials 2.54%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.08%
14,408
-3,321
77
$1.55M 0.07%
7,498
-123
78
$1.34M 0.06%
22,194
-801
79
$1.28M 0.06%
9,713
-1,312
80
$1.18M 0.05%
2,590
+14
81
$1.15M 0.05%
1,480
-189
82
$1.12M 0.05%
19,087
83
$1.11M 0.05%
12,778
84
$1.09M 0.05%
233,598
85
$1.06M 0.05%
5,846
-916
86
$1.06M 0.05%
2,206
-43
87
$1.02M 0.05%
2,811
+6
88
$1M 0.05%
18,690
89
$981K 0.04%
5,436
-4,462
90
$958K 0.04%
6,033
-418
91
$932K 0.04%
4,881
-705
92
$911K 0.04%
2,913
-40
93
$905K 0.04%
6,700
94
$893K 0.04%
3,921
-85
95
$889K 0.04%
24,178
96
$882K 0.04%
9,047
-203
97
$881K 0.04%
27,735
98
$862K 0.04%
3,657
99
$826K 0.04%
13,041
100
$802K 0.04%
1,442
-1
2 3
4
5 6