FWTB
First Western Trust Bank Portfolio holdings
AUM
$2.22B
1-Year Return
15.68%
This Quarter Return
-0.08%
1 Year Return
+15.68%
3 Year Return
+81.08%
5 Year Return
–
10 Year Return
–
AUM
$2.17B
AUM Growth
-$58.8M
(-2.6%)
Cap. Flow
-$51.8M
Cap. Flow
% of AUM
-2.39%
Top 10 Holdings %
Top 10 Hldgs %
82.61%
Holding
212
New
8
Increased
57
Reduced
82
Closed
16
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$11.7M |
| 2 |
NVIDIA
NVDA
|
$2.39M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.21M |
| 4 |
Edison International
EIX
|
$1.13M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$379K |
Top Sells
| 1 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$25.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$18.3M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$4.05M |
| 4 |
Nike
NKE
|
$2.67M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.79M |
Sector Composition
| 1 | Healthcare | 59.75% |
| 2 | Technology | 5.24% |
| 3 | Financials | 2.35% |
| 4 | Industrials | 1.67% |
| 5 | Consumer Discretionary | 1.65% |
