FWTB
First Western Trust Bank Portfolio holdings
AUM
$2.22B
1-Year Return
15.68%
This Quarter Return
+6.55%
1 Year Return
+15.68%
3 Year Return
+81.08%
5 Year Return
–
10 Year Return
–
AUM
$2.05B
AUM Growth
+$127M
(+6.6%)
Cap. Flow
+$5.62M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
77.82%
Holding
193
New
10
Increased
28
Reduced
119
Closed
8
Top Buys
| 1 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
$31.2M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$3.44M |
| 3 |
Woodward
WWD
|
$3.04M |
| 4 |
Costco
COST
|
$486K |
| 5 |
Illinois Tool Works
ITW
|
$442K |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.68M |
| 2 |
SSR Mining
SSRM
|
$3.59M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.26M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$2.01M |
| 5 |
Apple
AAPL
|
$1.04M |
Sector Composition
| 1 | Healthcare | 58.56% |
| 2 | Technology | 6.01% |
| 3 | Financials | 2.5% |
| 4 | Consumer Discretionary | 2.34% |
| 5 | Consumer Staples | 2.02% |
