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FWTB

First Western Trust Bank Portfolio holdings

AUM $1.98B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$3.81M
3
+$3.37M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.24M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$1.17M
4
BF.B icon
Brown-Forman Class B
BF.B
+$921K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$772K

Sector Composition

1 Healthcare 56.69%
2 Technology 5%
3 Financials 2.42%
4 Industrials 1.92%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$324K 0.01%
708
-13
152
$321K 0.01%
4,252
-80
153
$311K 0.01%
391
-1
154
$308K 0.01%
4,861
-2,808
155
$306K 0.01%
544
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156
$302K 0.01%
2,126
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157
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927
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158
$297K 0.01%
1,139
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159
$295K 0.01%
3,843
160
$294K 0.01%
2,084
161
$288K 0.01%
4,000
162
$282K 0.01%
1,444
163
$278K 0.01%
782
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164
$272K 0.01%
5,440
165
$271K 0.01%
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166
$268K 0.01%
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170
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171
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172
$252K 0.01%
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173
$252K 0.01%
8,911
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174
$248K 0.01%
5,429
175
$246K 0.01%
4,762
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4 5 6
7
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