FWTB
First Western Trust Bank Portfolio holdings
AUM
$2.22B
This Quarter Return
-2.82%
1 Year Return
+15.68%
3 Year Return
+81.08%
5 Year Return
–
10 Year Return
–
AUM
$1.95B
AUM Growth
–
Cap. Flow
+$1.95B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.78%
Holding
196
New
186
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Stryker
SYK
|
$1.09B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$125M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$80.2M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$59.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$39.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 58.75% |
| 2 | Technology | 5.73% |
| 3 | Financials | 3.52% |
| 4 | Consumer Discretionary | 2.31% |
| 5 | Consumer Staples | 2.21% |
