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
$2.05B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$3.44M
3
+$3.04M
4
COST icon
Costco
COST
+$486K
5
ITW icon
Illinois Tool Works
ITW
+$442K

Top Sells

1
+$4.68M
2
+$3.59M
3
+$3.26M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.04M

Sector Composition

1 Healthcare 58.56%
2 Technology 6.01%
3 Financials 2.5%
4 Consumer Discretionary 2.34%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$317K 0.02%
3,650
-80
152
$315K 0.02%
5,675
-578
153
$314K 0.02%
776
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154
$305K 0.01%
1,375
-331
155
$290K 0.01%
1,460
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156
$284K 0.01%
114
157
$282K 0.01%
3,145
+15
158
$276K 0.01%
1,845
159
$273K 0.01%
3,915
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160
$271K 0.01%
5,489
161
$266K 0.01%
1,015
-129
162
$263K 0.01%
1,246
-38
163
$260K 0.01%
3,205
-244
164
$250K 0.01%
6,300
-1,626
165
$250K 0.01%
2,206
-6,109
166
$250K 0.01%
3,691
-520
167
$249K 0.01%
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-3,356
168
$240K 0.01%
1,817
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169
$237K 0.01%
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170
$236K 0.01%
+5,015
171
$235K 0.01%
+2,007
172
$232K 0.01%
+3,092
173
$232K 0.01%
1,804
174
$226K 0.01%
4,000
175
$224K 0.01%
991
-443
4 5 6
7
8