FWTB

First Western Trust Bank Portfolio holdings

AUM $2.03B
1-Year Est. Return 6.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.09M
3
+$1.94M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.52M

Top Sells

1
+$6.21M
2
+$5.57M
3
+$1.94M
4
VENU
Venu Holding Corp
VENU
+$1.66M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$1.03M

Sector Composition

1 Healthcare 59.33%
2 Technology 4.7%
3 Financials 2.39%
4 Industrials 1.87%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.06%
6,841
77
$1.23M 0.06%
5,602
-325
78
$1.21M 0.05%
2,154
-5
79
$1.21M 0.05%
3,792
+7
80
$1.19M 0.05%
14,765
-662
81
$1.19M 0.05%
17,419
+1,400
82
$1.16M 0.05%
6,700
83
$1.15M 0.05%
12,636
-13
84
$1.11M 0.05%
45,621
+23,105
85
$1.09M 0.05%
3,969
+185
86
$1.05M 0.05%
2,938
+10
87
$1.04M 0.05%
1,406
-61
88
$991K 0.04%
3,363
-239
89
$950K 0.04%
10,669
90
$938K 0.04%
1,203
-198
91
$932K 0.04%
2,818
92
$921K 0.04%
+34,223
93
$911K 0.04%
12,538
94
$905K 0.04%
4,875
-81
95
$852K 0.04%
560
-11
96
$845K 0.04%
2,739
97
$835K 0.04%
19,497
98
$807K 0.04%
5,820
-76
99
$791K 0.04%
5,197
-11
100
$751K 0.03%
14,556
+389
2 3
4
5 6