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
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.2M
3
+$2.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.63M

Top Sells

1
+$7.54M
2
+$6.71M
3
+$2.09M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.04M

Sector Composition

1 Healthcare 59.33%
2 Technology 4.7%
3 Financials 2.39%
4 Industrials 1.87%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
51
GE Aerospace
GE
$322B
$2.88M 0.13%
11,182
+1,608
JNJ icon
52
Johnson & Johnson
JNJ
$472B
$2.88M 0.13%
18,834
-160
IVW icon
53
iShares S&P 500 Growth ETF
IVW
$66.2B
$2.86M 0.13%
25,966
LHX icon
54
L3Harris
LHX
$54.1B
$2.76M 0.12%
11,003
-356
KO icon
55
Coca-Cola
KO
$306B
$2.66M 0.12%
37,650
+822
NEE icon
56
NextEra Energy
NEE
$175B
$2.6M 0.12%
37,425
-1,730
MYFW icon
57
First Western Financial
MYFW
$232M
$2.54M 0.11%
112,665
+495
EMR icon
58
Emerson Electric
EMR
$71.7B
$2.34M 0.11%
17,547
-2
WMT icon
59
Walmart
WMT
$817B
$2.14M 0.1%
21,860
-379
PG icon
60
Procter & Gamble
PG
$345B
$2.12M 0.1%
13,293
-14
PEP icon
61
PepsiCo
PEP
$199B
$2.08M 0.09%
15,753
-530
ADBE icon
62
Adobe
ADBE
$139B
$2.06M 0.09%
5,327
-441
GOOG icon
63
Alphabet (Google) Class C
GOOG
$3.34T
$2.03M 0.09%
11,442
-227
IWD icon
64
iShares Russell 1000 Value ETF
IWD
$65B
$1.93M 0.09%
9,953
-688
FTV icon
65
Fortive
FTV
$16.4B
$1.85M 0.08%
35,414
-15,937
KNX icon
66
Knight Transportation
KNX
$6.98B
$1.78M 0.08%
40,177
PGR icon
67
Progressive
PGR
$132B
$1.68M 0.08%
6,291
-438
RTX icon
68
RTX Corp
RTX
$235B
$1.62M 0.07%
11,101
-41
APD icon
69
Air Products & Chemicals
APD
$57.7B
$1.58M 0.07%
5,599
-192
BMY icon
70
Bristol-Myers Squibb
BMY
$95B
$1.55M 0.07%
33,390
-452
GEV icon
71
GE Vernova
GEV
$157B
$1.52M 0.07%
2,870
+395
BRK.A icon
72
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.46M 0.07%
2
PYPL icon
73
PayPal
PYPL
$58.8B
$1.44M 0.06%
19,424
-693
XOM icon
74
Exxon Mobil
XOM
$503B
$1.44M 0.06%
13,348
-49
LMT icon
75
Lockheed Martin
LMT
$108B
$1.3M 0.06%
2,803
1 2
3
4 5