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
$253M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.57M
3
+$4.27M
4
LMT icon
Lockheed Martin
LMT
+$4.22M
5
T icon
AT&T
T
+$4.15M

Top Sells

1
+$10.3M
2
+$4.39M
3
+$3.17M
4
RTX icon
RTX Corp
RTX
+$2.36M
5
VCEL icon
Vericel Corp
VCEL
+$2M

Sector Composition

1 Technology 31.95%
2 Industrials 18.61%
3 Healthcare 10.05%
4 Financials 8.24%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.74%
3,778
52
$1.39M 0.55%
28,278
+5,400
53
$1.05M 0.42%
3,083
-2,780
54
$842K 0.33%
+2,390
55
$808K 0.32%
10,985
+10,407
56
$786K 0.31%
+5,930
57
$774K 0.31%
+6,500
58
$770K 0.3%
+25,000
59
$698K 0.28%
13,085
60
$674K 0.27%
5,200
-500
61
$540K 0.21%
5,220
62
$487K 0.19%
6,425
63
$415K 0.16%
7,518
64
$413K 0.16%
+43,475
65
$342K 0.14%
2,600
-250
66
$293K 0.12%
1,478
67
$239K 0.09%
642
68
$166K 0.07%
650
69
$150K 0.06%
680
70
$130K 0.05%
1,086
71
$105K 0.04%
1,000
72
$95K 0.04%
1,500
73
$84K 0.03%
355
74
$45K 0.02%
300
75
$43K 0.02%
590
1 2
3
4