Portfolio (Quarterly)
Guide ↗
First Western Trust Bank
· CIK 0001513189| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 18,660 | $4.2M | 0.21% | SOLD |
| 2 | PYPL | PAYPAL HLDGS INC | Financial Services | 14,419 | $652K | 0.03% | SOLD |
| 3 | SNDK | SANDISK CORP | Technology | 550 | $349K | 0.02% | SOLD |
| 4 | T | AT&T INC | Communication Services | 9,409 | $273K | 0.01% | SOLD |
| 5 | CMCSA | COMCAST CORP NEW | Communication Services | 9,256 | $266K | 0.01% | SOLD |
| 6 | MGC | VANGUARD WORLD FD | — | 991 | $234K | 0.01% | SOLD |
| 7 | CME | CME GROUP INC | Financial Services | 750 | $222K | 0.01% | SOLD |
| 8 | VTV | VANGUARD INDEX FDS | — | 1,079 | $212K | 0.01% | SOLD |
| 9 | GEHC | GE HEALTHCARE TECHNOLOGIES INC | Healthcare | 2,964 | $211K | 0.01% | SOLD |
| 10 | KR | KROGER CO | Consumer Defensive | 2,841 | $206K | 0.01% | SOLD |
Sector Allocation
Healthcare
71.9%
Financial Services
10.1%
Technology
6.8%
Industrials
3.7%
Communication Services
2.0%
Consumer Cyclical
2.0%
Consumer Defensive
1.6%
Basic Materials
0.6%
Energy
0.6%
Utilities
0.6%