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
151
$334K 0.02%
6,270
-365
152
$331K 0.01%
3,637
-2
153
$323K 0.01%
2,070
+18
154
$314K 0.01%
1,104
+120
155
$310K 0.01%
2,817
156
$309K 0.01%
4,915
-430
157
$306K 0.01%
1,166
+8
158
$303K 0.01%
11,304
159
$299K 0.01%
716
+60
160
$294K 0.01%
6,554
+325
161
$286K 0.01%
2,116
162
$286K 0.01%
6,842
+217
163
$284K 0.01%
2,023
164
$282K 0.01%
3,165
165
$282K 0.01%
876
-68
166
$282K 0.01%
4,000
167
$280K 0.01%
3,795
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168
$273K 0.01%
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169
$270K 0.01%
1,740
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170
$269K 0.01%
425
171
$268K 0.01%
2,489
172
$264K 0.01%
1,996
-163
173
$264K 0.01%
2,810
+8
174
$263K 0.01%
4,660
+70
175
$262K 0.01%
1,921
-1,862
5 6
7
8 9