FWC

First Washington Corp Portfolio holdings

AUM $310M
1-Year Est. Return 25.37%
This Quarter Est. Return
1 Year Est. Return
+25.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.16M
3
+$3.09M
4
CHPT icon
ChargePoint
CHPT
+$2.67M
5
UBER icon
Uber
UBER
+$2.41M

Top Sells

1
+$6.44M
2
+$4.2M
3
+$3.76M
4
TROW icon
T. Rowe Price
TROW
+$3.74M
5
APD icon
Air Products & Chemicals
APD
+$3.27M

Sector Composition

1 Technology 29.14%
2 Industrials 18.24%
3 Financials 14.37%
4 Consumer Discretionary 8.62%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 1.85%
42,893
+2,873
27
$3.65M 1.79%
110,104
+7,920
28
$3.61M 1.77%
46,471
+2,893
29
$3.61M 1.77%
42,992
+2,980
30
$3.6M 1.77%
309,869
+37,391
31
$3.41M 1.67%
496,345
+35,967
32
$3.41M 1.67%
38,884
+4,169
33
$3.29M 1.61%
76,555
+5,381
34
$3.08M 1.51%
708,659
+47,764
35
$2.98M 1.46%
28,351
+7,620
36
$2.89M 1.42%
20,128
+1,359
37
$2.87M 1.41%
1,018,767
+419,930
38
$2.83M 1.39%
906,911
+498,396
39
$2.67M 1.31%
+14,001
40
$2.41M 1.18%
+97,617
41
$2.36M 1.15%
+19,129
42
$2.2M 1.08%
19,642
+1,406
43
$1.98M 0.97%
32,267
+3,619
44
$1.95M 0.95%
170,746
+8,765
45
$1.85M 0.91%
6,948
-386
46
$1.56M 0.77%
31,420
47
$1.39M 0.68%
41,224
+4,265
48
$1.34M 0.66%
94,467
+3,586
49
$1.16M 0.57%
10,482
50
$1M 0.49%
3,601
-257
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