FWTB

First Western Trust Bank Portfolio holdings

AUM $2.03B
1-Year Est. Return 6.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.09M
3
+$1.94M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.7M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.52M

Top Sells

1
+$6.21M
2
+$5.57M
3
+$1.94M
4
VENU
Venu Holding Corp
VENU
+$1.66M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$1.03M

Sector Composition

1 Healthcare 59.33%
2 Technology 4.7%
3 Financials 2.39%
4 Industrials 1.87%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.01%
+11,124
152
$303K 0.01%
9,039
-703
153
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4,332
-308
154
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155
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957
156
$290K 0.01%
233,598
157
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158
$286K 0.01%
545
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159
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160
$280K 0.01%
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161
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162
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163
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166
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167
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171
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495
173
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3,346
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174
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175
$243K 0.01%
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