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
$1.49B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.62M
3
+$2.41M
4
LWLG icon
Lightwave Logic
LWLG
+$2.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.14M

Top Sells

1
+$2.58M
2
+$2.2M
3
+$2.16M
4
SCHW icon
Charles Schwab
SCHW
+$1.94M
5
FRC
First Republic Bank
FRC
+$1.27M

Sector Composition

1 Healthcare 58.16%
2 Technology 5.48%
3 Financials 2.97%
4 Consumer Discretionary 2.42%
5 Consumer Staples 2.39%
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