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
76
$1.7M 0.08%
2,915
+350
77
$1.6M 0.07%
6,286
-662
78
$1.58M 0.07%
14,610
+15
79
$1.38M 0.06%
2
+1
80
$1.28M 0.06%
19,621
+916
81
$1.27M 0.06%
1,434
+7
82
$1.24M 0.06%
12,778
83
$1.11M 0.05%
9,747
+115
84
$1.08M 0.05%
5,804
+473
85
$1.07M 0.05%
2,166
-40
86
$1.04M 0.05%
8,621
-43
87
$1.03M 0.05%
3,807
-114
88
$1.03M 0.05%
5,223
-616
89
$1.02M 0.05%
6,700
90
$977K 0.04%
2,819
+8
91
$955K 0.04%
2,880
-26
92
$939K 0.04%
27,735
93
$916K 0.04%
19,097
94
$883K 0.04%
13,041
95
$881K 0.04%
3,987
96
$877K 0.04%
23,028
-1,130
97
$868K 0.04%
608
98
$850K 0.04%
1,485
-2
99
$838K 0.04%
6,900
-13
100
$771K 0.03%
7,431
-27
2 3
4
5 6