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
$1.86B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$373K
3
+$307K
4
NU icon
Nu Holdings
NU
+$79.7K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$40.5K

Top Sells

1
+$4.37M
2
+$4.1M
3
+$1.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.92M
5
COST icon
Costco
COST
+$1.38M

Sector Composition

1 Healthcare 57.75%
2 Technology 5.96%
3 Financials 2.55%
4 Consumer Discretionary 2.39%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$414K 0.02%
5,310
127
$400K 0.02%
4,385
-166
128
$398K 0.02%
17,378
129
$396K 0.02%
1,721
-47
130
$386K 0.02%
5,555
131
$381K 0.02%
463
-1
132
$380K 0.02%
1,824
-175
133
$378K 0.02%
1,931
134
$373K 0.02%
3,402
-1,134
135
$373K 0.02%
+24,224
136
$372K 0.02%
7,994
137
$371K 0.02%
2,119
138
$368K 0.02%
1,370
-5
139
$363K 0.02%
6,758
-92
140
$341K 0.02%
4,981
-150
141
$328K 0.02%
4,087
-172
142
$327K 0.02%
7,379
-556
143
$323K 0.02%
997
-8
144
$318K 0.02%
4,977
+39
145
$314K 0.02%
2,016
146
$307K 0.02%
+6,377
147
$304K 0.02%
3,033
-391
148
$296K 0.02%
3,854
-61
149
$293K 0.02%
2,258
150
$290K 0.02%
114
4 5
6
7 8