FWTB
First Western Trust Bank Portfolio holdings
AUM
$2.22B
1-Year Return
15.68%
This Quarter Return
-20.58%
1 Year Return
+15.68%
3 Year Return
+81.08%
5 Year Return
–
10 Year Return
–
AUM
$1.51B
AUM Growth
-$439M
(-23%)
Cap. Flow
-$22.7M
Cap. Flow
% of AUM
-1.51%
Top 10 Holdings %
Top 10 Hldgs %
76.03%
Holding
200
New
5
Increased
22
Reduced
107
Closed
20
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.49M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.01M |
| 3 |
Vanguard Russell 2000 ETF
VTWO
|
$3.09M |
| 4 |
SSR Mining
SSRM
|
$2.33M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$2.2M |
Top Sells
| 1 |
WillScot Mobile Mini Holdings
WSC
|
$11.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.33M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.96M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$1.83M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$1.32M |
Sector Composition
| 1 | Healthcare | 56.67% |
| 2 | Technology | 5.68% |
| 3 | Financials | 3.34% |
| 4 | Consumer Staples | 2.49% |
| 5 | Consumer Discretionary | 2.42% |
