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
$2.1B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$5.05M
3
+$3.12M
4
GEV icon
GE Vernova
GEV
+$444K
5
FN icon
Fabrinet
FN
+$250K

Top Sells

1
+$5.31M
2
+$2.88M
3
+$2.53M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.15M

Sector Composition

1 Healthcare 58.54%
2 Technology 5.57%
3 Financials 2.12%
4 Consumer Discretionary 1.83%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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203
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204
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-1,092
205
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-1,615
206
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207
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-12,169
208
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-3
209
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-3,886
210
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-3,657
211
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5 6 7 8
9