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FWTB

First Western Trust Bank Portfolio holdings

AUM $1.98B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$3.81M
3
+$3.37M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.24M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$1.17M
4
BF.B icon
Brown-Forman Class B
BF.B
+$921K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$772K

Sector Composition

1 Healthcare 56.69%
2 Technology 5%
3 Financials 2.42%
4 Industrials 1.92%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$700K 0.03%
21,924
102
$689K 0.03%
4,140
-45
103
$682K 0.03%
8,893
-3,645
104
$635K 0.03%
4,090
-342
105
$629K 0.03%
1,055
106
$621K 0.03%
1,397
+29
107
$598K 0.03%
10,018
108
$595K 0.03%
3,912
-6
109
$594K 0.03%
7,428
-3
110
$579K 0.03%
7,994
111
$572K 0.03%
741
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112
$569K 0.03%
22,347
-23,274
113
$549K 0.03%
7,877
-550
114
$535K 0.02%
6,373
-1,600
115
$531K 0.02%
15,366
-101
116
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117
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2,094
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118
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7,598
119
$492K 0.02%
24,224
120
$492K 0.02%
2,082
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121
$480K 0.02%
19,199
+112
122
$477K 0.02%
1,000
-128
123
$472K 0.02%
2,186
-321
124
$465K 0.02%
2,186
-7
125
$456K 0.02%
2,581
3 4
5
6 7