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
$201M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$2.33M
2 +$1.6M
3 +$1.26M
4
AAPL icon
Apple
AAPL
+$746K
5
META icon
Meta Platforms (Facebook)
META
+$630K

Sector Composition

1 Technology 21.82%
2 Industrials 14.7%
3 Communication Services 11.47%
4 Energy 8.92%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-41,832
77
-137,700
78
-17,390