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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.83M
3
+$5.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.29M

Top Sells

1
+$37.2M
2
+$26.8M
3
+$2.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.58M
5
DHR icon
Danaher
DHR
+$1.35M

Sector Composition

1 Healthcare 58.51%
2 Technology 6.16%
3 Financials 2.74%
4 Consumer Discretionary 2.42%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$352K 0.02%
3,937
-150
152
$352K 0.02%
3,033
153
$349K 0.02%
3,593
+849
154
$346K 0.02%
2,764
-638
155
$343K 0.02%
+1,916
156
$340K 0.02%
+1,734
157
$333K 0.02%
6,597
-161
158
$324K 0.02%
7,387
+8
159
$317K 0.02%
+3,233
160
$313K 0.02%
+1,800
161
$311K 0.02%
+1,178
162
$310K 0.02%
3,757
-97
163
$309K 0.02%
4,740
-237
164
$295K 0.01%
114
165
$290K 0.01%
+2,039
166
$289K 0.01%
722
-44
167
$285K 0.01%
+10,662
168
$279K 0.01%
3,467
-224
169
$274K 0.01%
6,300
170
$264K 0.01%
+11,304
171
$261K 0.01%
1,051
-68
172
$260K 0.01%
+3,705
173
$257K 0.01%
2,489
174
$243K 0.01%
4,000
175
$242K 0.01%
2,081
-6
5 6
7
8 9