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
$2.17B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.39M
3
+$1.21M
4
EIX icon
Edison International
EIX
+$1.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$379K

Top Sells

1
+$25.2M
2
+$18.3M
3
+$4.05M
4
NKE icon
Nike
NKE
+$2.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.79M

Sector Composition

1 Healthcare 59.75%
2 Technology 5.24%
3 Financials 2.35%
4 Industrials 1.67%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$338K 0.02%
475
-39
152
$337K 0.02%
5,647
+21
153
$336K 0.02%
4,777
+117
154
$327K 0.02%
1,767
+27
155
$326K 0.02%
1,133
+29
156
$317K 0.01%
15,827
-193
157
$303K 0.01%
716
158
$295K 0.01%
11,304
159
$283K 0.01%
2,091
+21
160
$278K 0.01%
2,116
161
$273K 0.01%
55
162
$270K 0.01%
2,489
163
$267K 0.01%
3,165
164
$263K 0.01%
4,000
165
$263K 0.01%
7,001
+159
166
$255K 0.01%
966
-903
167
$251K 0.01%
1,738
168
$248K 0.01%
6,208
-346
169
$242K 0.01%
1,158
-8
170
$242K 0.01%
1,042
171
$242K 0.01%
3,793
-2
172
$239K 0.01%
1,997
+1
173
$237K 0.01%
22,904
+5,276
174
$232K 0.01%
+405
175
$232K 0.01%
957
-42
5 6
7
8 9