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
$2.17B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.39M
3
+$1.21M
4
EIX icon
Edison International
EIX
+$1.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$379K

Top Sells

1
+$25.2M
2
+$18.3M
3
+$4.05M
4
NKE icon
Nike
NKE
+$2.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.79M

Sector Composition

1 Healthcare 59.75%
2 Technology 5.24%
3 Financials 2.35%
4 Industrials 1.67%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$758K 0.04%
598
-10
102
$717K 0.03%
5,656
+119
103
$699K 0.03%
3,662
104
$695K 0.03%
4,797
+119
105
$681K 0.03%
9,972
+2,330
106
$676K 0.03%
7,431
107
$672K 0.03%
5,208
-94
108
$670K 0.03%
9,052
+79
109
$668K 0.03%
4,347
+35
110
$658K 0.03%
1,300
+18
111
$645K 0.03%
19,087
-10
112
$621K 0.03%
18,228
+105
113
$611K 0.03%
21,924
114
$600K 0.03%
22,618
-395
115
$541K 0.03%
949
116
$531K 0.02%
931
+18
117
$523K 0.02%
3,896
118
$510K 0.02%
7,994
119
$505K 0.02%
3,903
-78
120
$491K 0.02%
1,819
-112
121
$491K 0.02%
233,598
122
$484K 0.02%
3,577
-667
123
$474K 0.02%
2,419
124
$472K 0.02%
2,069
+12
125
$458K 0.02%
4,950
+1,180
3 4
5
6 7