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
126
$497K 0.02%
7,994
127
$493K 0.02%
1,869
+299
128
$492K 0.02%
6,314
+41
129
$483K 0.02%
2,099
130
$479K 0.02%
2,419
131
$471K 0.02%
+39,221
132
$461K 0.02%
11,048
-325
133
$460K 0.02%
13,120
-1,743
134
$457K 0.02%
24,224
135
$452K 0.02%
2,708
-436
136
$451K 0.02%
913
137
$448K 0.02%
1,145
138
$421K 0.02%
3,651
139
$420K 0.02%
3,757
140
$414K 0.02%
5,626
+71
141
$414K 0.02%
4,242
-5
142
$408K 0.02%
7,998
+342
143
$392K 0.02%
3,770
-5
144
$388K 0.02%
1,871
145
$378K 0.02%
120
+3
146
$376K 0.02%
16,020
-299
147
$366K 0.02%
1,398
148
$363K 0.02%
2,947
149
$356K 0.02%
7,790
-3
150
$349K 0.02%
715
4 5
6
7 8