FWTB

First Western Trust Bank Portfolio holdings

AUM $2.22B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
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
1
$1.26B 56.81%
3,497,138
-2,595
2
$163M 7.31%
308,037
-29,280
3
$101M 4.54%
1,146,405
-13,839
4
$66.1M 2.97%
115,235
-392
5
$54M 2.43%
244,612
+10,240
6
$38.4M 1.72%
726,358
-41
7
$38.2M 1.72%
134,895
8
$30.3M 1.36%
+169,069
9
$26.9M 1.21%
115,423
-2,645
10
$25.2M 1.13%
1,051,583
-306,754
11
$25.2M 1.13%
58,489
-4,358
12
$14.4M 0.65%
84,778
-9,427
13
$13.3M 0.6%
79,947
-9,327
14
$13M 0.59%
209,062
-12,027
15
$12M 0.54%
70,023
+54,787
16
$11.5M 0.52%
13,009
-957
17
$9.96M 0.45%
84,698
-6,131
18
$9.91M 0.45%
46,984
-2,700
19
$9.44M 0.42%
34,345
-3,955
20
$9.06M 0.41%
22,351
-2,623
21
$8.93M 0.4%
29,319
-3,279
22
$8.17M 0.37%
39,552
-4,342
23
$7.34M 0.33%
11,867
-1,353
24
$7.33M 0.33%
20,729
-3,587
25
$6.98M 0.31%
25,103
-2,507
1
2 3 4 5