FWTB

First Western Trust Bank Portfolio holdings

AUM $2.03B
1-Year Est. Return 6.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.09M
3
+$1.94M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.52M

Top Sells

1
+$6.21M
2
+$5.57M
3
+$1.94M
4
VENU
Venu Holding Corp
VENU
+$1.66M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$1.03M

Sector Composition

1 Healthcare 59.33%
2 Technology 4.7%
3 Financials 2.39%
4 Industrials 1.87%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$733K 0.03%
10,018
102
$721K 0.03%
7,897
-134
103
$716K 0.03%
3,662
104
$675K 0.03%
7,431
105
$667K 0.03%
4,185
-151
106
$640K 0.03%
21,924
107
$635K 0.03%
4,432
-294
108
$631K 0.03%
7,973
-496
109
$599K 0.03%
8,427
-324
110
$598K 0.03%
1,055
111
$581K 0.03%
3,918
112
$551K 0.02%
752
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113
$536K 0.02%
7,994
114
$529K 0.02%
15,467
-104
115
$513K 0.02%
2,507
116
$500K 0.02%
2,100
+1
117
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118
$482K 0.02%
7,669
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119
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2,092
120
$479K 0.02%
24,224
121
$470K 0.02%
3,558
122
$467K 0.02%
+2,193
123
$445K 0.02%
7,598
124
$442K 0.02%
6,376
125
$438K 0.02%
1,128
3 4
5
6 7