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
$1.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$125M
3
+$80.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$59.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 58.75%
2 Technology 5.73%
3 Financials 3.52%
4 Consumer Discretionary 2.31%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$472K 0.02%
+6,567
127
$462K 0.02%
+2,081
128
$451K 0.02%
+3,555
129
$442K 0.02%
+3,658
130
$428K 0.02%
+7,629
131
$423K 0.02%
+8,898
132
$416K 0.02%
+8,876
133
$401K 0.02%
+5,332
134
$400K 0.02%
+2,401
135
$397K 0.02%
+7,994
136
$396K 0.02%
+6,226
137
$391K 0.02%
+1,815
138
$388K 0.02%
+5,151
139
$379K 0.02%
+2,439
140
$371K 0.02%
+2,341
141
$367K 0.02%
+5,846
142
$362K 0.02%
+1,565
143
$352K 0.02%
+3,162
144
$350K 0.02%
+3,400
145
$348K 0.02%
+8,299
146
$335K 0.02%
+2,103
147
$334K 0.02%
+1,376
148
$334K 0.02%
+2,590
149
$333K 0.02%
+481
150
$332K 0.02%
+2,560
4 5
6
7 8