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
$128M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$2.14M
3 +$1.49M
4
GG
Goldcorp Inc
GG
+$747K
5
VZ icon
Verizon
VZ
+$621K

Top Sells

1 +$1.94M
2 +$1.83M
3 +$1.72M
4
META icon
Meta Platforms (Facebook)
META
+$1.34M
5
IDA icon
Idacorp
IDA
+$1.18M

Sector Composition

1 Industrials 19.95%
2 Technology 19.62%
3 Utilities 10.76%
4 Communication Services 6.66%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$49K 0.04%
+200
77
$42K 0.03%
3,392
78
$42K 0.03%
8,293
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$40K 0.03%
877
80
$36K 0.03%
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81
$34K 0.03%
300
-300
82
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565
83
$26K 0.02%
+100
84
$20K 0.02%
473
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282
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88
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160
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$10K 0.01%
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94
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75
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108
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57
-43