First Western Trust Bank - Portfolio overview

First Western Trust Bank has 214 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SYK - STRYKER CORPORATION, 63.75%
2. VOO - Vanguard S&P 500, 8.62%
3. RSP - Invesco S&P 500 Equal Weight, 4.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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