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
$1.74B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.13M
3
+$3.05M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$4.95M
2
+$4.3M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$502K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$457K

Sector Composition

1 Healthcare 59.86%
2 Technology 5.25%
3 Financials 2.99%
4 Consumer Discretionary 2.57%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$433K 0.02%
13,064
+37
127
$414K 0.02%
4,529
+1,716
128
$393K 0.02%
2,341
129
$389K 0.02%
5,842
-1
130
$384K 0.02%
3,192
+164
131
$375K 0.02%
9,527
+263
132
$373K 0.02%
+5,310
133
$369K 0.02%
3,424
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134
$360K 0.02%
6,567
135
$353K 0.02%
2,033
-173
136
$352K 0.02%
2,144
-16
137
$349K 0.02%
4,926
138
$349K 0.02%
1,900
-46
139
$348K 0.02%
8,444
-53
140
$344K 0.02%
477
141
$344K 0.02%
+1,002
142
$341K 0.02%
7,468
-69
143
$340K 0.02%
7,146
-34
144
$337K 0.02%
8,636
-20
145
$336K 0.02%
1,931
146
$333K 0.02%
4,256
+13
147
$333K 0.02%
2,823
+279
148
$333K 0.02%
7,994
149
$332K 0.02%
3,567
+483
150
$322K 0.02%
3,129
-34
4 5
6
7 8