First Western Trust Bank
•CIK: 1513189•Filing: Q4 2025
**First Western Trust Bank** manages $2.0B across a diversified portfolio of 197 positions. The fund exhibits a significant concentration in **SYK**, holding $1,143.4M, suggesting a substantial directional bet. Notable allocations include $148.0M in **VOO** and $102.9M in **IWR**, indicating exposure to broad market indices and international equity strategies. The top ten holdings alone represent a strategic deployment across technology, indices, and international markets.
Total AUM
$2.0B
QoQ Performance
-6.6%
Positions
177
Top 10 Concentration
82.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SYK
VOO
IWR
SYK56.2%
VOO7.3%
IWR5.1%
RSP3.1%
IWM2.9%
VEA2.1%
AAPL1.6%
SPY1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.7%
ETF8.9%
Technology5.9%
Financial2.0%
Consumer1.8%
Healthcare1.6%
Industrial0.6%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW12 new positions
↑65 increased
↓83 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023