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
$2.1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$5.05M
3
+$3.12M
4
GEV icon
GE Vernova
GEV
+$444K
5
FN icon
Fabrinet
FN
+$250K

Top Sells

1
+$5.31M
2
+$2.88M
3
+$2.53M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.15M

Sector Composition

1 Healthcare 58.54%
2 Technology 5.57%
3 Financials 2.12%
4 Consumer Discretionary 1.83%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$304K 0.01%
2,052
+19
152
$297K 0.01%
3,639
-159
153
$295K 0.01%
944
154
$279K 0.01%
11,304
155
$273K 0.01%
4,590
+237
156
$272K 0.01%
2,159
-369
157
$269K 0.01%
1,158
-20
158
$265K 0.01%
2,023
159
$261K 0.01%
3,396
160
$260K 0.01%
4,000
161
$259K 0.01%
6,625
162
$258K 0.01%
984
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163
$257K 0.01%
6,229
+75
164
$256K 0.01%
2,116
165
$254K 0.01%
2,960
-517
166
$254K 0.01%
2,653
+252
167
$251K 0.01%
673
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168
$251K 0.01%
1,271
169
$250K 0.01%
+1,021
170
$249K 0.01%
1,057
171
$245K 0.01%
656
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172
$243K 0.01%
3,845
-894
173
$242K 0.01%
2,489
174
$241K 0.01%
1,104
+135
175
$239K 0.01%
3,092
5 6
7
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