FWSM
First Wilshire Securities Management Portfolio holdings
AUM
$367M
This Quarter Return
-9.85%
1 Year Return
+17.14%
3 Year Return
+73.85%
5 Year Return
+162.04%
10 Year Return
+320.38%
AUM
$381M
AUM Growth
+$381M
(-14%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-2.68%
Top 10 Holdings %
Top 10 Hldgs %
36.49%
Holding
128
New
9
Increased
11
Reduced
77
Closed
7
Top Buys
| 1 |
Huntsman Corp
HUN
|
$5.58M |
| 2 |
UFAB
Unique Fabricating, Inc.
UFAB
|
$1.94M |
| 3 |
Insteel Industries
IIIN
|
$1.44M |
| 4 |
Pioneer Power Solutions
PPSI
|
$956K |
| 5 |
Silicom
SILC
|
$817K |
Top Sells
| 1 |
American Water Works
AWK
|
$2.67M |
| 2 |
Innospec
IOSP
|
$1.78M |
| 3 |
Unitil
UTL
|
$1.51M |
| 4 |
Titan Machinery
TITN
|
$1.32M |
| 5 |
WIBC
WILSHIRE BANCORP INC
WIBC
|
$1.32M |
Sector Composition
| 1 | Financials | 24.25% |
| 2 | Industrials | 22.19% |
| 3 | Consumer Discretionary | 9.35% |
| 4 | Materials | 8.79% |
| 5 | Utilities | 7.55% |