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FWTB

First Western Trust Bank Portfolio holdings

AUM $1.98B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$3.81M
3
+$3.37M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.24M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$1.17M
4
BF.B icon
Brown-Forman Class B
BF.B
+$921K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$772K

Sector Composition

1 Healthcare 56.69%
2 Technology 5%
3 Financials 2.42%
4 Industrials 1.92%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.01%
3,614
177
$237K 0.01%
1,160
178
$234K 0.01%
958
179
$224K 0.01%
2,365
-3
180
$220K 0.01%
464
-21
181
$217K 0.01%
+594
182
$210K 0.01%
2,801
-545
183
$210K 0.01%
1,994
-5
184
$206K 0.01%
6,569
-17
185
$206K 0.01%
+1,102
186
$205K 0.01%
+3,839
187
$204K 0.01%
+484
188
$203K 0.01%
750
-22
189
$202K 0.01%
+1,931
190
$202K 0.01%
1,208
191
$103K ﹤0.01%
50,000
192
– –
-255
193
– –
-2,490
194
– –
-11,124
195
– –
-9,039
196
– –
-754
197
– –
-1,410
198
– –
-34,223
199
– –
-5,386
200
– –
-1,009
4 5 6 7
8