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
$373M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$38.6M
2 +$6M
3 +$4.78M
4
BABA icon
Alibaba
BABA
+$2.04M
5
NVT icon
nVent Electric
NVT
+$211K

Top Sells

1 +$8.53M
2 +$6.15M
3 +$19.3K
4
ALK icon
Alaska Air
ALK
+$18.4K
5
GEV icon
GE Vernova
GEV
+$16.4K

Sector Composition

1 Industrials 24.26%
2 Technology 18.74%
3 Healthcare 8.57%
4 Financials 7.72%
5 Consumer Discretionary 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
Z icon
51
Zillow
Z
$10.6B
$347K 0.09%
4,500
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.04T
$327K 0.09%
650
FIX icon
53
Comfort Systems
FIX
$50.4B
$310K 0.08%
376
TRGP icon
54
Targa Resources
TRGP
$51.7B
$254K 0.07%
1,519
NVT icon
55
nVent Electric
NVT
$19.4B
$240K 0.06%
+2,434
GOLF icon
56
Acushnet Holdings
GOLF
$5.95B
$208K 0.06%
+2,644
F icon
57
Ford
F
$53.2B
-566,469