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
$2.09B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.39M
3
+$5.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$89.5M
2
+$3.87M
3
+$3.76M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.09M
5
MSFT icon
Microsoft
MSFT
+$1.87M

Sector Composition

1 Healthcare 59.71%
2 Technology 4.66%
3 Financials 2.42%
4 Industrials 1.67%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.06%
2,159
-27
77
$1.16M 0.06%
1,401
-8
78
$1.13M 0.05%
16,019
-3,602
79
$1.13M 0.05%
5,927
+23
80
$1.09M 0.05%
6,841
-144
81
$1.04M 0.05%
4,956
-309
82
$1.03M 0.05%
27,735
83
$1.02M 0.05%
3,785
-34
84
$1.02M 0.05%
15,427
-1,575
85
$966K 0.05%
10,669
-2,109
86
$941K 0.05%
6,700
87
$927K 0.04%
2,818
-21
88
$896K 0.04%
3,602
-165
89
$846K 0.04%
1,467
-64
90
$837K 0.04%
2,739
-1
91
$835K 0.04%
14,167
+48
92
$797K 0.04%
12,538
-503
93
$796K 0.04%
2,928
+43
94
$791K 0.04%
4,726
-71
95
$790K 0.04%
571
-27
96
$767K 0.04%
19,497
-3,531
97
$765K 0.04%
5,208
98
$760K 0.04%
8,469
-1,346
99
$756K 0.04%
2,475
+2
100
$698K 0.03%
3,662
2 3
4
5 6