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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.83M
3
+$5.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.29M

Top Sells

1
+$37.2M
2
+$26.8M
3
+$2.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.58M
5
DHR icon
Danaher
DHR
+$1.35M

Sector Composition

1 Healthcare 58.51%
2 Technology 6.16%
3 Financials 2.74%
4 Consumer Discretionary 2.42%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$241K 0.01%
+1,517
177
$239K 0.01%
3,092
178
$237K 0.01%
1,738
-3
179
$237K 0.01%
3,068
-38
180
$235K 0.01%
6,230
-152
181
$229K 0.01%
+1,426
182
$226K 0.01%
+2,007
183
$225K 0.01%
+4,000
184
$225K 0.01%
863
-353
185
$220K 0.01%
13,113
+945
186
$220K 0.01%
+62
187
$220K 0.01%
987
-4
188
$218K 0.01%
+4,425
189
$216K 0.01%
+1,742
190
$215K 0.01%
+1,271
191
$213K 0.01%
+2,243
192
$212K 0.01%
+1,109
193
$207K 0.01%
+969
194
$206K 0.01%
+5,471
195
$201K 0.01%
+491
196
$201K 0.01%
+1,042
197
$116K 0.01%
8,701
198
$91.6K ﹤0.01%
10,993
199
$76.2K ﹤0.01%
+12,000
200
$12.8K ﹤0.01%
+750
5 6 7
8
9