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FWTB

First Western Trust Bank Portfolio holdings

AUM $1.98B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$3.81M
3
+$3.37M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.24M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$1.17M
4
BF.B icon
Brown-Forman Class B
BF.B
+$921K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$772K

Sector Composition

1 Healthcare 56.69%
2 Technology 5%
3 Financials 2.42%
4 Industrials 1.92%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$456K 0.02%
2,206
-1,456
127
$453K 0.02%
1,312
+11
128
$452K 0.02%
4,942
-16
129
$450K 0.02%
3,637
-14
130
$447K 0.02%
3,158
131
$439K 0.02%
2,947
132
$436K 0.02%
8,458
+650
133
$435K 0.02%
39,221
134
$414K 0.02%
6,053
-323
135
$407K 0.02%
3,641
-49
136
$405K 0.02%
4,826
+204
137
$401K 0.02%
1,816
-10
138
$394K 0.02%
1,230
+88
139
$386K 0.02%
90
140
$379K 0.02%
2,715
-843
141
$375K 0.02%
8,385
-1,568
142
$375K 0.02%
624
143
$366K 0.02%
22,865
144
$360K 0.02%
3,000
-80
145
$347K 0.02%
5,558
-58
146
$338K 0.02%
3,994
-95
147
$337K 0.02%
1,206
148
$329K 0.02%
11,304
149
$327K 0.02%
503
150
$324K 0.01%
1,500
+50
4 5
6
7 8