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
$1.51B
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$5.4M
3
+$3.34M
4
SSRM icon
SSR Mining
SSRM
+$2.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.38M

Top Sells

1
+$10.1M
2
+$2.51M
3
+$2.12M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.99M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M

Sector Composition

1 Healthcare 56.67%
2 Technology 5.68%
3 Financials 3.34%
4 Consumer Staples 2.49%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
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