FWTB

First Western Trust Bank Portfolio holdings

AUM $2.03B
1-Year Est. Return 6.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.09M
3
+$1.94M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.52M

Top Sells

1
+$6.21M
2
+$5.57M
3
+$1.94M
4
VENU
Venu Holding Corp
VENU
+$1.66M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$1.03M

Sector Composition

1 Healthcare 59.33%
2 Technology 4.7%
3 Financials 2.39%
4 Industrials 1.87%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$435K 0.02%
1,368
+302
127
$431K 0.02%
3,651
128
$421K 0.02%
9,953
-428
129
$420K 0.02%
3,158
-147
130
$418K 0.02%
1,826
131
$412K 0.02%
+3,080
132
$411K 0.02%
39,221
133
$407K 0.02%
2,581
134
$406K 0.02%
1,301
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135
$396K 0.02%
7,808
136
$389K 0.02%
3,690
137
$384K 0.02%
988
-33
138
$383K 0.02%
19,087
139
$379K 0.02%
5,616
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140
$376K 0.02%
2,947
141
$375K 0.02%
4,089
-178
142
$370K 0.02%
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143
$367K 0.02%
721
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144
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15,637
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145
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624
146
$336K 0.02%
58
147
$334K 0.02%
90
148
$326K 0.01%
1,142
-19
149
$314K 0.01%
22,865
150
$313K 0.01%
11,304
4 5
6
7 8