FWTB
First Western Trust Bank Portfolio holdings
AUM $2.09B
AUM
$2.09B
AUM Growth
-$76.7M (-4%)
Cap. Flow
-$79.8M
Cap. Flow % of AUM
-3.82%
Top 10 Holdings %Top 10 Hldgs %
83.28%
Holding
202
New
6
Increased
37
Reduced
113
Closed
13
Top Buys
| 1 | $13.6M | |
| 2 | $6.39M | |
| 3 | $5.34M | |
| 4 | $4.76M | |
| 5 | $1.22M |
Top Sells
| 1 | $89.5M | |
| 2 | $2.09M | |
| 3 | $1.87M | |
| 4 | $1.27M | |
| 5 | $991K |
Sector Composition
| 1 | Healthcare | 59.71% |
| 2 | Technology | 4.66% |
| 3 | Financials | 2.42% |
| 4 | Industrials | 1.67% |
| 5 | Consumer Discretionary | 1.59% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,819 | Closed | – | |||
| $0 | 0% | 0 -3,619 | Closed | – |
