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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.83M
3
+$5.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.91M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.29M

Top Sells

1
+$37.2M
2
+$26.8M
3
+$2.96M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.58M
5
DHR icon
Danaher
DHR
+$1.35M

Sector Composition

1 Healthcare 58.51%
2 Technology 6.16%
3 Financials 2.74%
4 Consumer Discretionary 2.42%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.13B 56.15%
3,767,305
-1,056
2
$131M 6.54%
300,901
+12,093
3
$92.5M 4.6%
1,189,549
+3,423
4
$56M 2.79%
117,923
+20,688
5
$49M 2.44%
244,082
-14,759
6
$36M 1.79%
752,495
+102,430
7
$32M 1.59%
134,895
+47,543
8
$27.8M 1.38%
73,846
+29
9
$22.4M 1.12%
116,574
-2,615
10
$16.6M 0.83%
299,670
+860
11
$14.9M 0.74%
106,828
-5,320
12
$14.5M 0.72%
22,020
-501
13
$12.1M 0.6%
114,544
+202
14
$11.9M 0.59%
45,822
-1,030
15
$11.9M 0.59%
229,108
-8,274
16
$11.6M 0.58%
39,027
-691
17
$11.1M 0.55%
31,605
-460
18
$10.4M 0.52%
30,128
-938
19
$10.4M 0.52%
110,330
-2,675
20
$9.92M 0.49%
58,307
+1,599
21
$8.95M 0.45%
52,481
-2,820
22
$8.43M 0.42%
15,881
-1,131
23
$8.15M 0.41%
14,941
-166
24
$7.95M 0.4%
12,713
-617
25
$7.82M 0.39%
33,787
-5,846
1
2 3 4 5