First Western Trust Bank 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FW First Western Trust Bank | Institutional Filer | ▼ 2.64% | $1.98B | 205 |
Current Portfolio Holdings
Showing all 205 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SYK | Stryker Corporation | Healthcare | 3.0M | $992.2M | 50.10% |
| 2 | VOO | Vanguard S&P 500 | — | 226K | $134.8M | 6.81% |
| 3 | IWR | iShares Russell Mid Cap | — | 1.0M | $101.1M | 5.11% |
| 4 | SPY | SPDR S&P 500 ETF Trust | — | 124K | $81.0M | 4.09% |
| 5 | RSP | Invesco S&P 500 Equal Weight | — | 344K | $66.0M | 3.33% |
| 6 | VEA | Vanguard FTSE Developed Markets | — | 931K | $59.6M | 3.01% |
| 7 | IWM | iShares Russell 2000 ETF | — | 238K | $59.0M | 2.98% |
| 8 | VTI | VANGUARD INDEX FDS | — | 135K | $43.4M | 2.19% |
| 9 | EEM | ISHARES TR | — | 594K | $33.7M | 1.70% |
| 10 | AAPL | Apple Inc. | Technology | 119K | $30.2M | 1.52% |
| 11 | WWD | Woodward, Inc. | Industrials | 59K | $21.2M | 1.07% |
| 12 | GOOGL | Alphabet Inc. | Technology | 65K | $18.6M | 0.94% |
| 13 | MSFT | Microsoft Corporation | Technology | 50K | $18.5M | 0.93% |
| 14 | IJH | ISHARES TR | — | 210K | $14.2M | 0.72% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 41K | $12.0M | 0.61% |
Showing 1 to 15 of 205 holdings