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
$1.74B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.13M
3
+$3.05M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$4.95M
2
+$4.3M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$502K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$457K

Sector Composition

1 Healthcare 59.86%
2 Technology 5.25%
3 Financials 2.99%
4 Consumer Discretionary 2.57%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$317K 0.02%
3,783
-2
152
$312K 0.02%
2,566
-549
153
$308K 0.02%
1,513
154
$299K 0.02%
1,565
155
$295K 0.02%
+7,926
156
$293K 0.02%
3,400
157
$290K 0.02%
8,303
+358
158
$285K 0.02%
1,431
+315
159
$284K 0.02%
2,258
160
$283K 0.02%
2,096
-70
161
$282K 0.02%
2,419
-333
162
$281K 0.02%
3,904
163
$276K 0.02%
112
+8
164
$273K 0.02%
1,743
-4
165
$266K 0.02%
1,785
166
$266K 0.02%
1,751
167
$261K 0.02%
1,845
168
$247K 0.01%
+576
169
$246K 0.01%
1,756
170
$246K 0.01%
8,701
171
$245K 0.01%
+1,284
172
$241K 0.01%
+43,820
173
$238K 0.01%
1,404
-121
174
$231K 0.01%
6,749
175
$220K 0.01%
+1,944
4 5 6
7
8