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
201
$207K 0.01%
1,410
-16
202
$206K 0.01%
1,318
-199
203
$203K 0.01%
56
-6
204
$101K ﹤0.01%
+50,000
205
$80K ﹤0.01%
8,701
206
$75.4K ﹤0.01%
12,000
207
$8.77K ﹤0.01%
750
208
$1.92K ﹤0.01%
3
209
– –
-863
210
– –
-6,300
211
– –
-1,502
212
– –
-15,616
213
– –
-5,310
214
– –
-1,051
215
– –
-1,800
5 6 7 8
9