FWC

First Washington Corp Portfolio holdings

AUM $386M
1-Year Est. Return 33.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$2.54M
3 +$2.15M
4
PGEN icon
Precigen
PGEN
+$1.9M
5
VG
Vonage Holdings Corporation
VG
+$1.53M

Top Sells

1 +$6.1M
2 +$3.04M
3 +$2.88M
4
FE icon
FirstEnergy
FE
+$2.37M
5
PCAR icon
PACCAR
PCAR
+$1.88M

Sector Composition

1 Technology 32.53%
2 Industrials 18.69%
3 Healthcare 8.08%
4 Financials 6.53%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$190K 0.1%
948
52
$167K 0.08%
1,090
53
$123K 0.06%
1,000
54
$97K 0.05%
2,850
55
$83K 0.04%
500
56
$65K 0.03%
1,304
-52
57
$59K 0.03%
355
58
$47K 0.02%
300
59
$46K 0.02%
578
60
$44K 0.02%
1,177
61
$42K 0.02%
500
62
$38K 0.02%
65
63
$36K 0.02%
590
64
$35K 0.02%
150
65
$32K 0.02%
263
66
$31K 0.02%
80
-32
67
$28K 0.01%
80
68
$26K 0.01%
260
69
$24K 0.01%
570
70
$22K 0.01%
500
71
$22K 0.01%
50
72
$22K 0.01%
400
73
$15K 0.01%
260
74
$15K 0.01%
100
75
$10K 0.01%
300