FWSM
First Wilshire Securities Management Portfolio holdings
AUM
$367M
This Quarter Return
-0.71%
1 Year Return
+17.14%
3 Year Return
+73.85%
5 Year Return
+162.04%
10 Year Return
+320.38%
AUM
$586M
AUM Growth
–
Cap. Flow
+$586M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.81%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
American Water Works
AWK
|
$32.2M |
| 2 |
Upbound Group
UPBD
|
$29.1M |
| 3 |
Federal Agricultural Mortgage
AGM
|
$26.6M |
| 4 |
TUP
Tupperware Brands Corporation
TUP
|
$24.3M |
| 5 |
Nature's Sunshine
NATR
|
$22.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 17.87% |
| 2 | Industrials | 13.14% |
| 3 | Consumer Discretionary | 11.95% |
| 4 | Materials | 9.58% |
| 5 | Utilities | 9.5% |
