StockDriftsStockDriftsTop 50 First Western Trust Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 50.1% | 3.02M | $992.2M | -7.19%(-233.77K) | $267.37(+14.26%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 | 6.81% | 225.6K | $134.8M | -4.44%(-10.47K) | $423.42(+62.42%) | 2026-03-31 | |
| IWR | iShares Russell Mid Cap | 5.11% | 1.04M | $101.1M | -2.72%(-29.09K) | $78.72(+33.58%) | 2026-03-31 | |
| SPY | SPDR S&P 500 | 4.09% | 124.5K | $81.0M | +172.84%(+78.86K) | $586.11(+27.65%) | 2026-03-31 | |
| RSP | Invesco S&P 500 Equal Weight | 3.33% | 343.7K | $66.0M | +3.19%(+10.63K) | $174.41(+16.77%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets | 3.01% | 930.8K | $59.6M | +37.93%(+255.94K) | $53.90(+30.92%) | 2026-03-31 | |
| IWM | iShares Russell 2000 | 2.98% | 237.9K | $59.0M | +0.39%(+914) | $212.24(+34.02%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.19% | 135.2K | $43.4M | +7099.57%(+133.33K) | $326.37(+12.57%) | 2026-03-31 | |
| EEM | ISHARES TR | 1.7% | 594.1K | $33.7M | +48.84%(+194.96K) | $54.59(+23.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.52% | 118.8K | $30.2M | +1.47%(+1.73K) | $177.76(+67.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.19% | +52.83% |
| Top 20 Holdings Unweighted | +20.31% | +74.15% |
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