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
$2.17B
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.39M
3
+$1.21M
4
EIX icon
Edison International
EIX
+$1.13M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$379K

Top Sells

1
+$25.2M
2
+$18.3M
3
+$4.05M
4
NKE icon
Nike
NKE
+$2.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.79M

Sector Composition

1 Healthcare 59.75%
2 Technology 5.24%
3 Financials 2.35%
4 Industrials 1.67%
5 Consumer Discretionary 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$230K 0.01%
1,300
-418
177
$229K 0.01%
10,036
-14
178
$228K 0.01%
876
179
$227K 0.01%
1,804
-117
180
$227K 0.01%
4,699
181
$227K 0.01%
1,208
182
$226K 0.01%
498
183
$224K 0.01%
+1,134
184
$221K 0.01%
2,827
+17
185
$219K 0.01%
344
-81
186
$219K 0.01%
4,871
-44
187
$216K 0.01%
+2,180
188
$216K 0.01%
4,506
+108
189
$213K 0.01%
+527
190
$211K 0.01%
1,410
191
$208K 0.01%
5,429
-717
192
$208K 0.01%
+4,724
193
$206K 0.01%
+854
194
$204K 0.01%
958
-308
195
$204K 0.01%
2,240
196
$107K ﹤0.01%
50,000
197
– –
-1,056
198
– –
-3,300
199
– –
-956
200
– –
-642
5 6 7
8
9