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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.83M
3
+$5.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.29M

Top Sells

1
+$37.2M
2
+$26.8M
3
+$2.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.58M
5
DHR icon
Danaher
DHR
+$1.35M

Sector Composition

1 Healthcare 58.51%
2 Technology 6.16%
3 Financials 2.74%
4 Consumer Discretionary 2.42%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$493K 0.02%
12,213
-78
127
$490K 0.02%
+15,550
128
$479K 0.02%
5,310
129
$469K 0.02%
2,750
-94
130
$456K 0.02%
4,752
+367
131
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132
$455K 0.02%
+21,924
133
$447K 0.02%
1,706
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134
$443K 0.02%
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-300
135
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136
$421K 0.02%
1,931
137
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2,117
-2
138
$414K 0.02%
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139
$414K 0.02%
7,994
140
$413K 0.02%
24,224
141
$408K 0.02%
+6,062
142
$407K 0.02%
463
143
$402K 0.02%
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144
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145
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146
$389K 0.02%
4,981
147
$389K 0.02%
1,670
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148
$379K 0.02%
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149
$378K 0.02%
2,528
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150
$354K 0.02%
3,170
-140
4 5
6
7 8