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FWTB

First Western Trust Bank Portfolio holdings

AUM $1.98B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$3.81M
3
+$3.37M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.24M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$1.17M
4
BF.B icon
Brown-Forman Class B
BF.B
+$921K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$772K

Sector Composition

1 Healthcare 56.69%
2 Technology 5%
3 Financials 2.42%
4 Industrials 1.92%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.06%
3,957
-12
77
$1.29M 0.06%
15,993
-1,426
78
$1.25M 0.06%
+12,805
79
$1.25M 0.06%
3,777
-15
80
$1.25M 0.06%
12,647
+11
81
$1.25M 0.06%
14,130
-635
82
$1.22M 0.06%
18,244
-1,180
83
$1.22M 0.06%
2,148
-6
84
$1.22M 0.06%
5,554
-48
85
$1.14M 0.05%
4,934
+59
86
$1.11M 0.05%
6,831
-10
87
$1.07M 0.05%
2,863
-75
88
$975K 0.04%
10,669
89
$958K 0.04%
1,304
-102
90
$936K 0.04%
3,319
-44
91
$910K 0.04%
1,193
-10
92
$867K 0.04%
233,598
93
$845K 0.04%
18,318
-1,179
94
$812K 0.04%
2,816
-2
95
$806K 0.04%
5,197
96
$797K 0.04%
2,716
-23
97
$781K 0.04%
14,123
-433
98
$743K 0.03%
7,781
-116
99
$740K 0.03%
5,199
-621
100
$738K 0.03%
560
2 3
4
5 6