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
$2.09B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.39M
3
+$5.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$89.5M
2
+$3.87M
3
+$3.76M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.09M
5
MSFT icon
Microsoft
MSFT
+$1.87M

Sector Composition

1 Healthcare 59.71%
2 Technology 4.66%
3 Financials 2.42%
4 Industrials 1.67%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$696K 0.03%
7,431
102
$693K 0.03%
5,896
+240
103
$674K 0.03%
1,287
-13
104
$666K 0.03%
4,336
-11
105
$635K 0.03%
10,018
+46
106
$634K 0.03%
3,784
+494
107
$633K 0.03%
941
+10
108
$629K 0.03%
8,031
-1,021
109
$617K 0.03%
3,918
+22
110
$571K 0.03%
22,516
-102
111
$563K 0.03%
1,055
+106
112
$556K 0.03%
8,751
-1,748
113
$549K 0.03%
21,924
114
$532K 0.03%
15,571
-2,657
115
$512K 0.02%
4,958
+8
116
$494K 0.02%
2,092
+23
117
$486K 0.02%
2,507
+88
118
$483K 0.02%
7,994
119
$466K 0.02%
7,790
120
$463K 0.02%
19,087
121
$456K 0.02%
7,598
-491
122
$448K 0.02%
3,558
-345
123
$445K 0.02%
3,651
124
$444K 0.02%
1,021
-54
125
$438K 0.02%
24,224
3 4
5
6 7