FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.53M
3
+$3.15M
4
WMB icon
Williams Companies
WMB
+$304K
5
DVY icon
iShares Select Dividend ETF
DVY
+$261K

Top Sells

1
+$94.1M
2
+$4.4M
3
+$3.85M
4
NVDA icon
NVIDIA
NVDA
+$3.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.54M

Sector Composition

1 Healthcare 59.23%
2 Technology 5.38%
3 Financials 2.54%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$477K 0.02%
12,905
127
$469K 0.02%
2,569
-181
128
$465K 0.02%
11,373
-2,065
129
$463K 0.02%
1,931
130
$458K 0.02%
1,706
131
$455K 0.02%
7,994
132
$446K 0.02%
463
133
$444K 0.02%
7,642
-75
134
$437K 0.02%
5,483
-284
135
$429K 0.02%
24,224
136
$427K 0.02%
3,220
+50
137
$422K 0.02%
6,231
+169
138
$415K 0.02%
2,097
-20
139
$411K 0.02%
4,497
-255
140
$408K 0.02%
1,916
141
$389K 0.02%
5,555
142
$387K 0.02%
3,900
-37
143
$369K 0.02%
117
+3
144
$368K 0.02%
3,033
145
$366K 0.02%
2,528
146
$366K 0.02%
1,465
-205
147
$361K 0.02%
2,764
148
$360K 0.02%
2,033
-6
149
$356K 0.02%
8,168
-4,045
150
$353K 0.02%
3,651
+58
4 5
6
7 8