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
$1.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$125M
3
+$80.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$59.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 58.75%
2 Technology 5.73%
3 Financials 3.52%
4 Consumer Discretionary 2.31%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$330K 0.02%
+4,244
152
$330K 0.02%
+1,995
153
$301K 0.02%
+2,904
154
$295K 0.02%
+1,845
155
$293K 0.02%
+5,197
156
$292K 0.02%
+1,398
157
$291K 0.02%
+6,352
158
$291K 0.02%
+2,813
159
$279K 0.01%
+2,762
160
$269K 0.01%
+4,871
161
$267K 0.01%
+4,335
162
$265K 0.01%
+3,340
163
$262K 0.01%
+1,832
164
$257K 0.01%
+3,919
165
$256K 0.01%
+1,415
166
$255K 0.01%
+372
167
$251K 0.01%
+1,006
168
$247K 0.01%
+3,637
169
$242K 0.01%
+6,178
170
$240K 0.01%
+657
171
$240K 0.01%
+1,601
172
$239K 0.01%
+1,452
173
$234K 0.01%
+6,034
174
$232K 0.01%
+3,670
175
$231K 0.01%
+2,715
4 5 6
7
8