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
$1.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$125M
3
+$80.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$59.8M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$229K 0.01%
+551
177
$227K 0.01%
+2,007
178
$226K 0.01%
+1,157
179
$220K 0.01%
+3,146
180
$218K 0.01%
+4,356
181
$215K 0.01%
+4,000
182
$215K 0.01%
+2,010
183
$214K 0.01%
+1,021
184
$202K 0.01%
+1,252
185
$157K 0.01%
+10,000
186
– –
0
187
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0
188
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189
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190
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191
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192
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196
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