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
$2.05B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$3.44M
3
+$3.04M
4
COST icon
Costco
COST
+$486K
5
ITW icon
Illinois Tool Works
ITW
+$442K

Top Sells

1
+$4.68M
2
+$3.59M
3
+$3.26M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.04M

Sector Composition

1 Healthcare 58.56%
2 Technology 6.01%
3 Financials 2.5%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$822K 0.04%
1,710
-11
102
$792K 0.04%
27,735
103
$787K 0.04%
2,805
104
$787K 0.04%
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-773
105
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3,324
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106
$729K 0.04%
6,700
107
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4,060
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108
$689K 0.03%
5,151
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109
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20,503
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110
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6,993
-95
111
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2,979
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112
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7,153
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113
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2,871
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114
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7,457
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115
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15,795
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116
$561K 0.03%
12,374
-204
117
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118
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33,927
-4,972
119
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120
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4,536
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121
$518K 0.03%
1
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122
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5,170
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123
$488K 0.02%
1,983
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124
$484K 0.02%
4,062
-81
125
$481K 0.02%
13,944
-8,001
3 4
5
6 7