FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$3.53M
3
+$3.15M
4
WMB icon
Williams Companies
WMB
+$304K
5
DVY icon
iShares Select Dividend ETF
DVY
+$261K

Top Sells

1
+$94.1M
2
+$4.4M
3
+$3.85M
4
NVDA icon
NVIDIA
NVDA
+$3.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.54M

Sector Composition

1 Healthcare 59.23%
2 Technology 5.38%
3 Financials 2.54%
4 Consumer Discretionary 2.16%
5 Consumer Staples 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$256K 0.01%
2,489
177
$252K 0.01%
4,353
-72
178
$251K 0.01%
987
179
$246K 0.01%
2,401
+158
180
$243K 0.01%
1,738
181
$242K 0.01%
1,742
182
$240K 0.01%
3,092
183
$240K 0.01%
+3,396
184
$238K 0.01%
1,271
185
$236K 0.01%
+425
186
$230K 0.01%
5,471
187
$229K 0.01%
+1,444
188
$228K 0.01%
1,109
189
$222K 0.01%
969
190
$220K 0.01%
+2,180
191
$220K 0.01%
+474
192
$220K 0.01%
+1,092
193
$218K 0.01%
+1,057
194
$217K 0.01%
4,000
195
$217K 0.01%
1,042
196
$214K 0.01%
12,169
-944
197
$214K 0.01%
+1,208
198
$211K 0.01%
+3,162
199
$210K 0.01%
17,589
+6,596
200
$207K 0.01%
+8,256
5 6 7
8
9