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
$2.22B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$9.4M
3
+$2.26M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$691K
5
VUG icon
Vanguard Growth ETF
VUG
+$542K

Top Sells

1
+$15.5M
2
+$7.36M
3
+$1.88M
4
ORCL icon
Oracle
ORCL
+$1.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.55M

Sector Composition

1 Healthcare 58.6%
2 Technology 5.12%
3 Financials 2.11%
4 Consumer Discretionary 1.78%
5 Industrials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.88M 0.31%
164,030
-16,283
27
$6.82M 0.31%
18,174
-649
28
$6.73M 0.3%
80,418
-2,840
29
$6.19M 0.28%
165,280
-23,114
30
$6.19M 0.28%
24,251
-2,291
31
$6.13M 0.28%
34,099
-3,034
32
$5.94M 0.27%
66,424
-1,087
33
$5.78M 0.26%
10,394
-1,629
34
$5.69M 0.26%
9,158
-1,102
35
$5.61M 0.25%
49,170
-6,401
36
$4.92M 0.22%
23,812
-2,851
37
$4.86M 0.22%
9,406
-1,266
38
$4.62M 0.21%
55,100
-5,014
39
$4.55M 0.2%
19,579
-2,757
40
$4.41M 0.2%
17,723
-2,163
41
$4.36M 0.2%
4,592
-445
42
$4.05M 0.18%
45,776
-8,493
43
$4.04M 0.18%
25,164
-2,481
44
$3.95M 0.18%
46,743
-4,953
45
$3.91M 0.18%
60,267
-4,049
46
$3.86M 0.17%
61,904
47
$3.8M 0.17%
7,339
-1,311
48
$3.77M 0.17%
78,754
49
$3.77M 0.17%
32,193
-1,600
50
$3.68M 0.17%
69,790
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