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
$1.74B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.13M
3
+$3.05M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$4.95M
2
+$4.3M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$502K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$457K

Sector Composition

1 Healthcare 59.86%
2 Technology 5.25%
3 Financials 2.99%
4 Consumer Discretionary 2.57%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$820K 0.05%
15,709
-238
102
$805K 0.05%
5,552
+938
103
$784K 0.05%
2,255
+60
104
$779K 0.04%
2,130
-141
105
$761K 0.04%
3,186
-175
106
$735K 0.04%
5,218
+360
107
$726K 0.04%
7,238
+57
108
$717K 0.04%
7,088
109
$676K 0.04%
36,694
+3,910
110
$619K 0.04%
4,190
+795
111
$616K 0.04%
1,200
+61
112
$602K 0.03%
22,791
+737
113
$587K 0.03%
7,448
-2
114
$577K 0.03%
12,620
+2,992
115
$536K 0.03%
17,378
116
$535K 0.03%
4,947
+1,392
117
$507K 0.03%
3,957
-1
118
$499K 0.03%
6,700
119
$487K 0.03%
3,102
+681
120
$469K 0.03%
5,610
-839
121
$465K 0.03%
1,772
+490
122
$459K 0.03%
4,627
-21
123
$450K 0.03%
1,878
-2
124
$450K 0.03%
4,092
-465
125
$443K 0.03%
+4,253
3 4
5
6 7