FWC
First Washington Corp Portfolio holdings
AUM
$310M
This Quarter Return
-7.74%
1 Year Return
+25.37%
3 Year Return
+80.41%
5 Year Return
+111.85%
10 Year Return
+366.11%
AUM
$166M
AUM Growth
+$166M
(-7.7%)
Cap. Flow
+$2.77M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
37.27%
Holding
98
New
5
Increased
19
Reduced
24
Closed
5
Top Buys
| 1 |
FirstEnergy
FE
|
$3.36M |
| 2 |
AT&T
T
|
$3.01M |
| 3 |
CVS Health
CVS
|
$2.88M |
| 4 |
FIT
Fitbit, Inc. Class A common stock
FIT
|
$2.26M |
| 5 |
Alcoa
AA
|
$1.69M |
Top Sells
| 1 |
Gentherm
THRM
|
$2.42M |
| 2 |
MDU Resources
MDU
|
$2.38M |
| 3 |
FLTX
Fleetmatics Group PLC
FLTX
|
$1.63M |
| 4 |
Black Hills Corp
BKH
|
$1.61M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.34M |
Sector Composition
| 1 | Technology | 27.1% |
| 2 | Industrials | 15.29% |
| 3 | Healthcare | 11.38% |
| 4 | Communication Services | 9.34% |
| 5 | Consumer Discretionary | 5.95% |
