FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.53M
3
+$3.15M
4
WMB icon
Williams Companies
WMB
+$304K
5
DVY icon
iShares Select Dividend ETF
DVY
+$261K

Top Sells

1
+$94.1M
2
+$4.4M
3
+$3.85M
4
NVDA icon
NVIDIA
NVDA
+$3.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.54M

Sector Composition

1 Healthcare 59.23%
2 Technology 5.38%
3 Financials 2.54%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$801K 0.04%
5,078
-2,119
102
$761K 0.03%
3,048
-46
103
$759K 0.03%
17,186
-187
104
$753K 0.03%
611
-19
105
$740K 0.03%
4,369
-349
106
$737K 0.03%
2,722
-67
107
$735K 0.03%
3,934
-115
108
$714K 0.03%
1,470
-349
109
$703K 0.03%
25,333
-4,679
110
$683K 0.03%
5,453
-1,297
111
$677K 0.03%
7,519
+54
112
$669K 0.03%
1,827
113
$657K 0.03%
1,328
-53
114
$648K 0.03%
5,679
115
$634K 0.03%
1
116
$633K 0.03%
6,913
117
$577K 0.03%
3,884
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118
$570K 0.03%
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119
$553K 0.03%
1,067
-56
120
$540K 0.02%
3,896
-6
121
$509K 0.02%
2,071
-190
122
$508K 0.02%
21,924
123
$490K 0.02%
913
+18
124
$488K 0.02%
17,378
125
$485K 0.02%
15,550
3 4
5
6 7