FWTB
First Western Trust Bank Portfolio holdings
AUM
$2.22B
1-Year Return
15.68%
This Quarter Return
+11.65%
1 Year Return
+15.68%
3 Year Return
+81.08%
5 Year Return
–
10 Year Return
–
AUM
$1.92B
AUM Growth
+$177M
(+10%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-1%
Top 10 Holdings %
Top 10 Hldgs %
77.2%
Holding
191
New
10
Increased
74
Reduced
57
Closed
8
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$23M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$17.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$16M |
| 4 |
WisdomTree US MidCap Fund
EZM
|
$3.08M |
| 5 |
WisdomTree US SmallCap Earnings Fund
EES
|
$3.02M |
Top Sells
| 1 |
Stryker
SYK
|
$80.4M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$7.01M |
| 3 |
FRC
First Republic Bank
FRC
|
$4.32M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.57M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.19M |
Sector Composition
| 1 | Healthcare | 58.75% |
| 2 | Technology | 5.7% |
| 3 | Financials | 2.61% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Consumer Staples | 2.29% |
