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
$2.09B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.39M
3
+$5.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$89.5M
2
+$3.87M
3
+$3.76M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.09M
5
MSFT icon
Microsoft
MSFT
+$1.87M

Sector Composition

1 Healthcare 59.71%
2 Technology 4.66%
3 Financials 2.42%
4 Industrials 1.67%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$431K 0.02%
39,221
127
$428K 0.02%
10,381
-40
128
$423K 0.02%
2,099
-13
129
$423K 0.02%
1,826
-62
130
$419K 0.02%
4,267
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131
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3,305
-272
132
$410K 0.02%
3,690
-67
133
$393K 0.02%
6,376
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134
$393K 0.02%
7,808
135
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2,581
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136
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5,664
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137
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1,128
138
$360K 0.02%
3,633
-3
139
$356K 0.02%
15,670
-157
140
$350K 0.02%
1,410
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141
$345K 0.02%
2,023
142
$343K 0.02%
90
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143
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716
144
$333K 0.02%
4,641
-136
145
$327K 0.02%
2,947
146
$325K 0.02%
512
+37
147
$318K 0.02%
4,325
-1,353
148
$314K 0.02%
4,640
-231
149
$300K 0.01%
11,304
150
$297K 0.01%
1,161
+28
4 5
6
7 8