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
176
$262K 0.01%
1,266
-5
177
$261K 0.01%
+1,718
178
$256K 0.01%
1,738
179
$254K 0.01%
1,410
180
$243K 0.01%
999
-15
181
$241K 0.01%
17,628
+39
182
$239K 0.01%
+1,189
183
$236K 0.01%
2,466
-187
184
$235K 0.01%
1,042
185
$232K 0.01%
55
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186
$232K 0.01%
1,208
187
$227K 0.01%
958
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188
$227K 0.01%
475
189
$226K 0.01%
956
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190
$221K 0.01%
+10,050
191
$218K 0.01%
6,146
-1,926
192
$214K 0.01%
+498
193
$214K 0.01%
+1,489
194
$213K 0.01%
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195
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+4,699
196
$212K 0.01%
2,396
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197
$207K 0.01%
+3,614
198
$207K 0.01%
+3,300
199
$206K 0.01%
+2,240
200
$203K 0.01%
642
-31
5 6 7
8
9