FWSM

First Wilshire Securities Management Portfolio holdings

AUM $367M
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$6.58M
3
+$5.06M
4
SIRI icon
SiriusXM
SIRI
+$1.47M
5
SILC icon
Silicom
SILC
+$707K

Top Sells

1
+$6.29M
2
+$4.89M
3
+$2.07M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.59M
5
SIGA icon
SIGA Technologies
SIGA
+$1.34M

Sector Composition

1 Communication Services 18.46%
2 Financials 15.71%
3 Industrials 10.96%
4 Technology 10.54%
5 Materials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.16%
5,043
+43
52
$542K 0.15%
11,950
53
$537K 0.15%
1,325
54
$527K 0.15%
4,065
-801
55
$519K 0.15%
3,128
-60
56
$469K 0.13%
6,800
57
$460K 0.13%
9,900
58
$456K 0.13%
4,000
59
$434K 0.12%
2,300
60
$408K 0.11%
7,675
-25
61
$407K 0.11%
13,680
62
$365K 0.1%
2,350
63
$356K 0.1%
2,197
64
$346K 0.1%
2,000
65
$341K 0.1%
1,462
-45
66
$335K 0.09%
2,400
67
$333K 0.09%
2,600
68
$307K 0.09%
2,890
69
$290K 0.08%
4,607
70
$271K 0.08%
3,000
71
$270K 0.08%
5,264
-723
72
$268K 0.08%
464
73
$256K 0.07%
14,000
74
$254K 0.07%
1,203
-6
75
$243K 0.07%
1,650
1 2
3
4