FWTB
First Western Trust Bank Portfolio holdings
AUM
$2.03B
1-Year Est. Return
6.51%
This Fund
S&P 500
1 Year Est. Return
+6.51%
AUM
$2.03B
AUM Growth
-$144M
(-6.6%)
Holding
203
Top Buys
| 1 | +$21.5M | |
| 2 | +$2.81M | |
| 3 | +$817K | |
| 4 |
Apple
AAPL
|
+$692K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$669K |
Top Sells
| 1 | +$52.8M | |
| 2 | +$44.4M | |
| 3 | +$6.39M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.16M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.95M |
Sector Composition
| 1 | Healthcare | 57.99% |
| 2 | Technology | 5.05% |
| 3 | Financials | 2.68% |
| 4 | Industrials | 2.24% |
| 5 | Consumer Discretionary | 1.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Netflix
NFLX
$403B
| – | – |
-3,000
|
|
||
202
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.3B
| – | – |
-1,931
|
|
||
203
Williams Companies
WMB
$89.4B
| – | – |
-4,861
|
|