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
$1.95B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$125M
3
+$80.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$59.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 58.75%
2 Technology 5.73%
3 Financials 3.52%
4 Consumer Discretionary 2.31%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.09B 56.05%
+4,053,229
2
$125M 6.41%
+295,787
3
$80.2M 4.12%
+1,014,159
4
$59.8M 3.07%
+288,267
5
$39.4M 2.02%
+806,757
6
$25.1M 1.29%
+79,855
7
$22.9M 1.18%
+49,957
8
$21.3M 1.09%
+119,824
9
$16.5M 0.85%
+115,980
10
$13.7M 0.7%
+23,761
11
$13.2M 0.68%
+242,220
12
$11.8M 0.6%
+132,568
13
$11.5M 0.59%
+286,443
14
$11.1M 0.57%
+32,794
15
$10.9M 0.56%
+78,997
16
$10.9M 0.56%
+41,452
17
$10.9M 0.56%
+48,618
18
$10.6M 0.55%
+17,827
19
$10.6M 0.54%
+56,469
20
$10.4M 0.54%
+246,991
21
$10.4M 0.53%
+37,248
22
$10M 0.52%
+32,507
23
$9.66M 0.5%
+38,796
24
$9.39M 0.48%
+112,619
25
$9.11M 0.47%
+75,696
1
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