FWC
First Washington Corp Portfolio holdings
AUM
$310M
This Quarter Return
+27.41%
1 Year Return
+25.37%
3 Year Return
+80.41%
5 Year Return
+111.85%
10 Year Return
+366.11%
AUM
$221M
AUM Growth
+$221M
(+33%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
8.82%
Top 10 Holdings %
Top 10 Hldgs %
42.23%
Holding
75
New
6
Increased
7
Reduced
34
Closed
5
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$14.7M |
| 2 |
EchoStar
SATS
|
$3.56M |
| 3 |
Sony
SONY
|
$3.55M |
| 4 |
DocuSign
DOCU
|
$3.49M |
| 5 |
LSEA
Landsea Homes
LSEA
|
$3.15M |
Top Sells
| 1 |
Chevron
CVX
|
$3.44M |
| 2 |
JPMorgan Chase
JPM
|
$2.41M |
| 3 |
Bank of America
BAC
|
$1.62M |
| 4 |
Allete
ALE
|
$1.23M |
| 5 |
Avista
AVA
|
$1.2M |
Sector Composition
| 1 | Technology | 38.83% |
| 2 | Industrials | 18.94% |
| 3 | Healthcare | 7.44% |
| 4 | Financials | 6.69% |
| 5 | Communication Services | 5.74% |
