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
$2.09B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.39M
3
+$5.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M

Top Sells

1
+$89.5M
2
+$3.87M
3
+$3.76M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.09M
5
MSFT icon
Microsoft
MSFT
+$1.87M

Sector Composition

1 Healthcare 59.71%
2 Technology 4.66%
3 Financials 2.42%
4 Industrials 1.67%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$293K 0.01%
624
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152
$290K 0.01%
9,742
-1,378
153
$284K 0.01%
+5,640
154
$284K 0.01%
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155
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156
$276K 0.01%
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157
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957
158
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159
$273K 0.01%
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162
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163
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164
$250K 0.01%
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166
$240K 0.01%
1,192
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167
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168
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170
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173
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174
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2,801
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175
$226K 0.01%
854
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7
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