FWSM
First Wilshire Securities Management Portfolio holdings
AUM
$367M
1-Year Return
17.14%
This Quarter Return
+10.57%
1 Year Return
+17.14%
3 Year Return
+73.85%
5 Year Return
+162.04%
10 Year Return
+320.38%
AUM
$309M
AUM Growth
+$17.1M
(+5.9%)
Cap. Flow
+$109K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
51.97%
Holding
86
New
1
Increased
5
Reduced
39
Closed
2
Top Buys
| 1 |
Liberty Global Class A
LBTYA
|
$16.6M |
| 2 |
Gilat Satellite Networks
GILT
|
$2.69M |
| 3 |
AXT Inc
AXTI
|
$1.87M |
| 4 |
SIGA Technologies
SIGA
|
$1.66M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$218K |
Top Sells
| 1 |
Vistra
VST
|
$5.14M |
| 2 |
Silicom
SILC
|
$3.01M |
| 3 |
Luxfer Holdings
LXFR
|
$1.95M |
| 4 |
Superior Group of Companies
SGC
|
$1.7M |
| 5 |
Ribbon Communications
RBBN
|
$1.7M |
Sector Composition
| 1 | Financials | 19.19% |
| 2 | Technology | 14.58% |
| 3 | Industrials | 13.95% |
| 4 | Communication Services | 13.62% |
| 5 | Consumer Staples | 6.41% |
