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
$2.17B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.39M
3
+$1.21M
4
EIX icon
Edison International
EIX
+$1.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$379K

Top Sells

1
+$25.2M
2
+$18.3M
3
+$4.05M
4
NKE icon
Nike
NKE
+$2.67M
5
IWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.02%
2,112
+13
127
$445K 0.02%
24,224
128
$438K 0.02%
2,669
-39
129
$433K 0.02%
39,221
130
$426K 0.02%
10,421
-627
131
$423K 0.02%
8,089
+91
132
$422K 0.02%
7,790
133
$409K 0.02%
1,128
-17
134
$397K 0.02%
1,075
+2
135
$394K 0.02%
4,313
+71
136
$393K 0.02%
3,651
137
$389K 0.02%
3,757
138
$387K 0.02%
7,808
+2,558
139
$384K 0.02%
120
140
$384K 0.02%
2,947
141
$381K 0.02%
1,888
+17
142
$379K 0.02%
+16,485
143
$378K 0.02%
6,379
+109
144
$374K 0.02%
9,390
-2,380
145
$372K 0.02%
5,678
-636
146
$366K 0.02%
715
147
$365K 0.02%
3,636
-1
148
$354K 0.02%
1,398
149
$354K 0.02%
11,120
-2,000
150
$350K 0.02%
2,023
4 5
6
7 8