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
$1.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$125M
3
+$80.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$59.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 58.75%
2 Technology 5.73%
3 Financials 3.52%
4 Consumer Discretionary 2.31%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$791K 0.04%
+16,727
102
$783K 0.04%
+8,337
103
$728K 0.04%
+4,614
104
$713K 0.04%
+2,460
105
$713K 0.04%
+3,375
106
$710K 0.04%
+3,119
107
$707K 0.04%
+4,632
108
$702K 0.04%
+6,700
109
$692K 0.04%
+3,103
110
$690K 0.04%
+2,807
111
$624K 0.03%
+3,287
112
$599K 0.03%
+1,191
113
$586K 0.03%
+13,629
114
$585K 0.03%
+21,120
115
$584K 0.03%
+4,420
116
$572K 0.03%
+4,301
117
$569K 0.03%
+7,450
118
$567K 0.03%
+10,999
119
$527K 0.03%
+17,378
120
$515K 0.03%
+2,340
121
$498K 0.03%
+9,563
122
$491K 0.03%
+1,948
123
$490K 0.03%
+2,035
124
$482K 0.02%
+10,098
125
$474K 0.02%
+5,208
3 4
5
6 7