FWTB
First Western Trust Bank Portfolio holdings
AUM
$2.22B
This Quarter Return
+14.33%
1 Year Return
+15.68%
3 Year Return
+81.08%
5 Year Return
–
10 Year Return
–
AUM
$2.2B
AUM Growth
+$2.2B
(+9.3%)
Cap. Flow
-$80.4M
Cap. Flow
% of AUM
-3.66%
Top 10 Holdings %
Top 10 Hldgs %
80.16%
Holding
216
New
15
Increased
23
Reduced
114
Closed
7
Top Buys
| 1 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$29.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12M |
| 3 |
Keurig Dr Pepper
KDP
|
$3.53M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.15M |
| 5 |
Walmart
WMT
|
$874K |
Top Sells
| 1 |
Stryker
SYK
|
$94.1M |
| 2 |
Costco
COST
|
$4.4M |
| 3 |
Apple
AAPL
|
$3.85M |
| 4 |
NVIDIA
NVDA
|
$3.41M |
| 5 |
Microsoft
MSFT
|
$1.92M |
Sector Composition
| 1 | Healthcare | 59.23% |
| 2 | Technology | 5.38% |
| 3 | Financials | 2.54% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Consumer Staples | 1.57% |
