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
51
$3.58M 0.16%
60,259
-9,488
52
$3.35M 0.15%
14,067
-2,353
53
$3.34M 0.15%
10,617
54
$3.22M 0.15%
5,589
+4
55
$3.18M 0.14%
19,636
+214
56
$3.02M 0.14%
17,779
-66
57
$2.73M 0.12%
28,422
-3,499
58
$2.7M 0.12%
14,229
-345
59
$2.63M 0.12%
36,612
-1,159
60
$2.56M 0.12%
26,705
-311
61
$2.4M 0.11%
120,157
+6,963
62
$2.37M 0.11%
43,847
-144
63
$2.32M 0.1%
13,403
+1,066
64
$2.24M 0.1%
18,428
-252
65
$2.2M 0.1%
4,784
-64
66
$2M 0.09%
11,957
-169
67
$1.96M 0.09%
6,590
-1,529
68
$1.96M 0.09%
19,612
-2,987
69
$1.92M 0.09%
17,549
70
$1.88M 0.08%
24,085
-2,737
71
$1.81M 0.08%
9,600
-437
72
$1.76M 0.08%
21,782
-71
73
$1.75M 0.08%
33,816
+1,221
74
$1.72M 0.08%
26,900
75
$1.71M 0.08%
14,592
+1,173
1 2
3
4 5