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
76
$242K 0.07%
2,131
77
$237K 0.07%
+3,038
78
$221K 0.06%
17,100
79
$220K 0.06%
+863
80
$204K 0.06%
+4,000
81
$201K 0.06%
15,802
-302
82
$191K 0.05%
+13,624
83
$174K 0.05%
694,133
84
$59K 0.02%
19,500
85
– –
-71,679
1 2 3
4