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
$1.74B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.13M
3
+$3.05M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$4.95M
2
+$4.3M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$502K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$457K

Sector Composition

1 Healthcare 59.86%
2 Technology 5.25%
3 Financials 2.99%
4 Consumer Discretionary 2.57%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$990M 56.83%
4,050,298
+1,387
2
$114M 6.57%
325,885
+30,169
3
$77.5M 4.45%
1,148,391
+34,084
4
$47.3M 2.71%
271,222
-28,414
5
$27.3M 1.57%
650,008
-56,120
6
$24.1M 1.38%
62,984
-1,312
7
$22.2M 1.27%
458,135
+26,380
8
$18.2M 1.04%
75,783
-128
9
$17.7M 1.01%
136,111
+23,512
10
$13.1M 0.75%
245,033
+7,065
11
$10.6M 0.61%
40,256
+1,291
12
$10.5M 0.6%
23,064
+444
13
$10.3M 0.59%
32,560
+578
14
$9.78M 0.56%
41,562
+1,413
15
$9.72M 0.56%
17,644
+448
16
$9.67M 0.56%
46,567
+149
17
$9.55M 0.55%
108,203
-673
18
$9.44M 0.54%
115,489
+6,050
19
$9.13M 0.52%
55,285
+81
20
$9.07M 0.52%
113,980
+4,800
21
$8.7M 0.5%
132,544
+18,961
22
$8.66M 0.5%
73,982
-83
23
$8.59M 0.49%
34,615
-816
24
$8.56M 0.49%
32,061
+229
25
$8.36M 0.48%
100,435
+4,658
1
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