FWSM
First Wilshire Securities Management Portfolio holdings
AUM
$367M
This Quarter Return
+3.99%
1 Year Return
+17.14%
3 Year Return
+73.85%
5 Year Return
+162.04%
10 Year Return
+320.38%
AUM
$286M
AUM Growth
+$18.1M
(+6.8%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
65.01%
Holding
90
New
9
Increased
14
Reduced
28
Closed
7
Top Buys
| 1 |
Vistra
VST
|
$11.7M |
| 2 |
ATRS
Antares Pharma, Inc.
ATRS
|
$11.1M |
| 3 |
Silicom
SILC
|
$3.44M |
| 4 |
Superior Group of Companies
SGC
|
$2.37M |
| 5 |
EVFM
Evofem Biosciences, Inc. Common Stock
EVFM
|
$1.07M |
Top Sells
| 1 |
East-West Bancorp
EWBC
|
$14.5M |
| 2 |
KRA
Kraton Corporation
KRA
|
$1.99M |
| 3 |
Miller Industries
MLR
|
$1.79M |
| 4 |
BOCH
Bank of Commerce Holdings (CA)
BOCH
|
$737K |
| 5 |
TREC
Trecora Resources
TREC
|
$484K |
Sector Composition
| 1 | Financials | 25.43% |
| 2 | Communication Services | 17.39% |
| 3 | Utilities | 9.59% |
| 4 | Technology | 9.49% |
| 5 | Healthcare | 8.39% |
