FWSM
First Wilshire Securities Management Portfolio holdings
AUM
$367M
This Quarter Return
-6.52%
1 Year Return
+17.14%
3 Year Return
+73.85%
5 Year Return
+162.04%
10 Year Return
+320.38%
AUM
$247M
AUM Growth
+$247M
(-7.7%)
Cap. Flow
+$4.06M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
59.77%
Holding
87
New
–
Increased
29
Reduced
15
Closed
3
Top Buys
| 1 |
Matrix Service
MTRX
|
$7.35M |
| 2 |
Luxfer Holdings
LXFR
|
$6.3M |
| 3 |
Ceragon Networks
CRNT
|
$2.62M |
| 4 |
AXT Inc
AXTI
|
$1.05M |
| 5 |
Ribbon Communications
RBBN
|
$852K |
Top Sells
| 1 |
Vistra
VST
|
$12.3M |
| 2 |
Liberty Global Class C
LBTYK
|
$1.24M |
| 3 |
SIGA Technologies
SIGA
|
$444K |
| 4 |
SiriusPoint
SPNT
|
$338K |
| 5 |
Invesco Ultra Short Duration ETF
GSY
|
$321K |
Sector Composition
| 1 | Financials | 26.62% |
| 2 | Technology | 16.74% |
| 3 | Industrials | 13.78% |
| 4 | Communication Services | 11.79% |
| 5 | Healthcare | 6.44% |
