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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.83M
3
+$5.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.29M

Top Sells

1
+$37.2M
2
+$26.8M
3
+$2.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.58M
5
DHR icon
Danaher
DHR
+$1.35M

Sector Composition

1 Healthcare 58.51%
2 Technology 6.16%
3 Financials 2.74%
4 Consumer Discretionary 2.42%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$750K 0.04%
4,006
-7
102
$732K 0.04%
1,443
-429
103
$727K 0.04%
1,381
-24
104
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3,094
105
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2,953
106
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-174
107
$704K 0.04%
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108
$682K 0.03%
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109
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6,913
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110
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7,084
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111
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112
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113
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3,871
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114
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7,465
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115
$593K 0.03%
5,679
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116
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117
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118
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119
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1
120
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121
$536K 0.03%
4,028
122
$530K 0.03%
1,123
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123
$517K 0.03%
17,378
124
$510K 0.03%
3,902
125
$500K 0.02%
13,438
3 4
5
6 7