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David Weber

First Western Trust Bank

Assets Managed
$1.98B
Holdings
205
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-2.64%(2Q avg: -4.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Western Trust Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of First Western Trust Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.98B in assets, with a quarterly growth rate of -2.64% and a 2-quarter average growth rate of -4.61%. The portfolio is managed by David Weber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SYK
Stryker Corp
Recent Activity
Decreased -7.18%
50.11%
$992.162M
3.019M shares@ $328.6 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -4.43%
6.81%
$134.789M
225,569 shares@ $597.56 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -2.72%
5.11%
$101.137M
1.04M shares@ $97.24 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 172.84%
4.09%
$80.96M
124,488 shares@ $650.35 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 3.2%
3.34%
$65.961M
343,690 shares@ $191.93 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 37.93%
3.02%
$59.644M
930,771 shares@ $64.09 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 0.39%
2.98%
$58.995M
237,881 shares@ $248.01 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7099.58%
2.2%
$43.376M
135,208 shares@ $320.81 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 48.84%
1.71%
$33.741M
594,143 shares@ $56.8 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.48%
1.53%
$30.157M
118,825 shares@ $253.8 avg price

1-10 of 205