FWC

First Washington Corp Portfolio holdings

AUM $373M
1-Year Est. Return 29.94%
This Quarter Est. Return
1 Year Est. Return
+29.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.57M
3
+$4.27M
4
LMT icon
Lockheed Martin
LMT
+$4.22M
5
T icon
AT&T
T
+$4.15M

Top Sells

1
+$10.3M
2
+$4.39M
3
+$3.17M
4
RTX icon
RTX Corp
RTX
+$2.36M
5
VCEL icon
Vericel Corp
VCEL
+$2M

Sector Composition

1 Technology 31.95%
2 Industrials 18.61%
3 Healthcare 10.05%
4 Financials 8.24%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 1.57%
576,970
+100,000
27
$3.97M 1.57%
25,680
+2,720
28
$3.97M 1.57%
72,620
29
$3.94M 1.56%
97,840
30
$3.93M 1.55%
+17,150
31
$3.87M 1.53%
107,005
+7,300
32
$3.73M 1.48%
20,450
+9,320
33
$3.72M 1.47%
175,550
34
$3.62M 1.43%
39,620
+5,000
35
$3.61M 1.43%
+136,850
36
$3.61M 1.43%
+14,860
37
$3.58M 1.41%
17,670
+1,970
38
$3.46M 1.37%
33,500
39
$3.36M 1.33%
34,273
40
$3.32M 1.31%
120,362
41
$3.19M 1.26%
269,467
42
$3.07M 1.21%
79,425
43
$2.9M 1.15%
34,143
-16,080
44
$2.88M 1.14%
+426,547
45
$2.76M 1.09%
+223,402
46
$2.7M 1.07%
231,510
47
$2.57M 1.01%
192,392
-78,450
48
$2.11M 0.83%
34,597
49
$1.97M 0.78%
13,788
-22,206
50
$1.92M 0.76%
11,171
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