FWC
First Washington Corp Portfolio holdings
AUM
$310M
This Quarter Return
+6.62%
1 Year Return
+25.37%
3 Year Return
+80.41%
5 Year Return
+111.85%
10 Year Return
+366.11%
AUM
$172M
AUM Growth
+$172M
(+3.6%)
Cap. Flow
-$2.84M
Cap. Flow
% of AUM
-1.66%
Top 10 Holdings %
Top 10 Hldgs %
40.85%
Holding
96
New
3
Increased
10
Reduced
33
Closed
10
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$9.81M |
| 2 |
Brookdale Senior Living
BKD
|
$3.83M |
| 3 |
APC
Anadarko Petroleum
APC
|
$2.95M |
| 4 |
CRZO
Carrizo Oil & Gas Inc
CRZO
|
$2.78M |
| 5 |
FIT
Fitbit, Inc. Class A common stock
FIT
|
$1.14M |
Top Sells
| 1 |
FirstEnergy
FE
|
$3.36M |
| 2 |
Allete
ALE
|
$2.86M |
| 3 |
BEAV
B/E Aerospace Inc
BEAV
|
$2.84M |
| 4 |
LBMH
LIBERATOR MED HLDGS INC (NY)
LBMH
|
$2.79M |
| 5 |
Otter Tail
OTTR
|
$2.56M |
Sector Composition
| 1 | Technology | 27.34% |
| 2 | Healthcare | 10.9% |
| 3 | Industrials | 10.17% |
| 4 | Communication Services | 10.02% |
| 5 | Consumer Discretionary | 6.92% |
