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
$2.05B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$3.44M
3
+$3.04M
4
COST icon
Costco
COST
+$486K
5
ITW icon
Illinois Tool Works
ITW
+$442K

Top Sells

1
+$4.68M
2
+$3.59M
3
+$3.26M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.04M

Sector Composition

1 Healthcare 58.56%
2 Technology 6.01%
3 Financials 2.5%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$476K 0.02%
5,310
127
$462K 0.02%
2,844
+264
128
$451K 0.02%
4,551
-69
129
$442K 0.02%
+1,768
130
$440K 0.02%
1,999
-68
131
$439K 0.02%
15,294
+2,296
132
$426K 0.02%
4,481
-48
133
$416K 0.02%
8,360
-84
134
$413K 0.02%
2,119
-25
135
$405K 0.02%
5,555
-287
136
$404K 0.02%
17,378
137
$391K 0.02%
1,931
138
$385K 0.02%
7,994
139
$384K 0.02%
4,025
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140
$379K 0.02%
4,259
-2
141
$379K 0.02%
4,938
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142
$374K 0.02%
3,424
143
$363K 0.02%
+5,131
144
$361K 0.02%
2,016
-17
145
$354K 0.02%
6,850
-367
146
$335K 0.02%
2,258
147
$333K 0.02%
464
-13
148
$330K 0.02%
3,400
149
$330K 0.02%
7,935
-291
150
$324K 0.02%
1,005
-40
4 5
6
7 8