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
101
$758K 0.03%
2,740
-197
102
$750K 0.03%
1,282
-47
103
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4,312
-57
104
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5,302
-30
105
$722K 0.03%
3,662
-108
106
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4,678
+61
107
$666K 0.03%
23,013
-598
108
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5,537
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109
$645K 0.03%
233,598
110
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2,498
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111
$615K 0.03%
7,642
112
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18,123
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113
$592K 0.03%
4,244
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114
$582K 0.03%
8,973
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115
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21,924
116
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1,073
117
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3,227
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118
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11,770
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119
$544K 0.02%
3,896
120
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+1,413
121
$541K 0.02%
949
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122
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514
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123
$527K 0.02%
3,981
-29
124
$508K 0.02%
1,931
125
$507K 0.02%
2,057
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3 4
5
6 7