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
$159M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.18M
3
+$2.99M
4
CRWD icon
CrowdStrike
CRWD
+$2.98M
5
SMAR
Smartsheet Inc.
SMAR
+$2.47M

Top Sells

1
+$6.29M
2
+$3.64M
3
+$3.05M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.04M
5
MSFT icon
Microsoft
MSFT
+$2.78M

Sector Composition

1 Technology 36.22%
2 Industrials 19.11%
3 Financials 9.94%
4 Communication Services 5.87%
5 Healthcare 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.18%
7,518
52
$205K 0.13%
5,700
53
$178K 0.11%
3,060
54
$160K 0.1%
642
55
$137K 0.09%
1,478
56
$119K 0.07%
650
57
$97K 0.06%
2,850
58
$86K 0.05%
1,086
59
$84K 0.05%
1,500
60
$83K 0.05%
500
61
$78K 0.05%
680
-410
62
$53K 0.03%
355
63
$43K 0.03%
500
64
$42K 0.03%
578
65
$31K 0.02%
300
66
$29K 0.02%
590
67
$22K 0.01%
263
68
$21K 0.01%
80
69
$20K 0.01%
+105
70
$4K ﹤0.01%
50
71
– –
-160
72
– –
-6
73
– –
-500
74
– –
-874
75
– –
-1,304
1 2
3
4