FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.53M
3
+$3.15M
4
WMB icon
Williams Companies
WMB
+$304K
5
DVY icon
iShares Select Dividend ETF
DVY
+$261K

Top Sells

1
+$94.1M
2
+$4.4M
3
+$3.85M
4
NVDA icon
NVIDIA
NVDA
+$3.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.54M

Sector Composition

1 Healthcare 59.23%
2 Technology 5.38%
3 Financials 2.54%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$349K 0.02%
3,650
-1,470
152
$337K 0.02%
3,886
-1,095
153
$334K 0.02%
3,477
+10
154
$332K 0.02%
4,739
-1
155
$332K 0.02%
6,643
+46
156
$323K 0.01%
1,178
157
$323K 0.01%
3,757
158
$317K 0.01%
715
+224
159
$304K 0.01%
3,798
+93
160
$304K 0.01%
+7,791
161
$298K 0.01%
7,108
162
$292K 0.01%
1,747
+13
163
$287K 0.01%
6,625
-762
164
$286K 0.01%
11,304
165
$286K 0.01%
697
-25
166
$279K 0.01%
3,068
167
$276K 0.01%
2,817
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168
$268K 0.01%
944
-426
169
$266K 0.01%
4,000
170
$265K 0.01%
2,023
+16
171
$264K 0.01%
1,615
-2,413
172
$261K 0.01%
+2,116
173
$260K 0.01%
2,039
-42
174
$259K 0.01%
746
-82
175
$258K 0.01%
6,154
-76
5 6
7
8 9