FWC
First Washington Corp Portfolio holdings
AUM
$386M
1-Year Est. Return
33.33%
This Fund
S&P 500
1 Year Est. Return
+33.33%
AUM
$386M
AUM Growth
+$13M
(+3.5%)
Holding
59
Top Buys
| 1 | +$6.61M | |
| 2 | +$6.47M | |
| 3 | +$4.28M | |
| 4 |
PACCAR
PCAR
|
+$2.01M |
| 5 |
East-West Bancorp
EWBC
|
+$193K |
Top Sells
| 1 | +$7.25M | |
| 2 | +$5.24M | |
| 3 | +$4.09M | |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$2.11M |
| 5 |
Darling Ingredients
DAR
|
+$1.52M |
Sector Composition
| 1 | Industrials | 25.32% |
| 2 | Technology | 22.23% |
| 3 | Healthcare | 10.98% |
| 4 | Financials | 7.64% |
| 5 | Consumer Discretionary | 5.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.8B
| $761K | 0.2% |
7,577
-52,104
|
|
||
52
Comfort Systems
FIX
$50.6B
| $351K | 0.09% |
376
|
|
||
53
Berkshire Hathaway Class B
BRK.B
$1.04T
| $327K | 0.08% |
650
|
|
||
54
Zillow
Z
$10.4B
| $307K | 0.08% |
4,500
|
|
||
55
Targa Resources
TRGP
$51.4B
| $280K | 0.07% |
1,519
|
|
||
56
nVent Electric
NVT
$19.4B
| $248K | 0.06% |
2,434
|
|
||
57
Acushnet Holdings
GOLF
$5.91B
| $211K | 0.05% |
2,644
|
|
||
|
58
East-West Bancorp
EWBC
$15.4B
| $204K | 0.05% |
+1,816
|
|
||
59
Invesco S&P 500 Equal Weight ETF
RSP
$90.2B
| – | – |
-38,227
|
|