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
$2.17B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.39M
3
+$1.21M
4
EIX icon
Edison International
EIX
+$1.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$379K

Top Sells

1
+$25.2M
2
+$18.3M
3
+$4.05M
4
NKE icon
Nike
NKE
+$2.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.79M

Sector Composition

1 Healthcare 59.75%
2 Technology 5.24%
3 Financials 2.35%
4 Industrials 1.67%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.06%
2
77
$1.32M 0.06%
19,621
78
$1.3M 0.06%
5,904
+100
79
$1.27M 0.06%
17,002
-2,610
80
$1.27M 0.06%
10,981
+2,360
81
$1.15M 0.05%
2,186
+20
82
$1.14M 0.05%
12,778
83
$1.13M 0.05%
3,819
+12
84
$1.13M 0.05%
+14,119
85
$1.09M 0.05%
1,409
-25
86
$1.07M 0.05%
6,700
87
$976K 0.05%
9,815
+68
88
$957K 0.04%
2,885
+5
89
$936K 0.04%
5,265
+42
90
$896K 0.04%
1,531
+46
91
$883K 0.04%
27,735
92
$841K 0.04%
6,985
+85
93
$828K 0.04%
3,767
-220
94
$817K 0.04%
23,028
95
$813K 0.04%
2,473
-25
96
$802K 0.04%
2,740
97
$794K 0.04%
10,499
-35,277
98
$792K 0.04%
13,041
99
$784K 0.04%
2,839
+20
100
$763K 0.04%
3,290
+63
2 3
4
5 6