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

Top Buys

1
+$6.57M
2
+$4.16M
3
+$2.16M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.93M
5
LWLG icon
Lightwave Logic
LWLG
+$1.79M

Top Sells

1
+$2.33M
2
+$2.01M
3
+$1.93M
4
BLK icon
Blackrock
BLK
+$1.85M
5
FRC
First Republic Bank
FRC
+$1.08M

Sector Composition

1 Healthcare 58.16%
2 Technology 5.48%
3 Financials 2.97%
4 Consumer Discretionary 2.42%
5 Consumer Staples 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
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