SW

Select Wireless Portfolio | FWRLX

Mutual Fund
Select Wireless Portfolio
Last update 2024-10-29 38 Stocks (1 new)
Value $330.00 Mil Turnover 9 %
Countries:
Top Holdings: AAPL(20.27%)T(11.21%)AMT(8.89%)MRVL(7.52%)QCOM(4.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
Select Wireless Portfolio Top Holdings of 2024-08-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
291,720
66803.880
+46.95%
20.270
+6.48%
0.000
+3.19%
+17.04%
3389420.991
Hardware
T 		AT&T Inc
1,856,500
36944.350
+3.54%
11.210
+0.38%
0.030
+15.46%
+40.16%
158932.655
Telecommunication Services
AMT 		American Tower Corp
130,792
29305.260
+3.48%
8.890
+0.30%
0.030
-13.48%
-8.04%
90523.302
REITs
MRVL 		Marvell Technology Inc
325,200
24793.250
-0.61%
7.520
-0.04%
0.040
+53.46%
+54.39%
80366.036
Semiconductors
QCOM 		Qualcomm Inc
93,850
16451.910
-17.64%
4.990
-1.31%
0.010
+0.84%
+14.61%
181548.510
Semiconductors
MSI 		Motorola Solutions Inc
36,668
16208.720
-7.56%
4.920
-0.35%
0.020
+20.79%
+60.11%
83134.141
Hardware
TMUS 		T-Mobile US Inc
78,816
15662.320
-7.40%
4.750
-0.35%
0.010
+23.00%
+50.72%
277356.309
Telecommunication Services
USM 		United States Cellular Corp
184,500
10261.890
+3.89%
3.110
+0.12%
0.210
+21.75%
+52.70%
5455.353
Telecommunication Services
AMZN 		Amazon.com Inc
55,300
9871.050
+3.75%
3.000
+0.11%
0.000
+25.25%
+37.50%
2196690.950
Retail - Cyclical
SPOT 		Spotify Technology SA
27,500
9429.200
+4.56%
2.860
+0.12%
0.010
+23.22%
+123.19%
84216.939
Interactive Media

Select Wireless Portfolio's Historical Top Holdings Breakdowns

Select Wireless Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-08-31Add
+6.48%
●
193.12 ($218.04) 234.82
$224.23
2.84%
Add 46.95%
291,720
93,200
ORANY 		Orange SA2024-08-31Sold Out
-2.32%
●
9.88 ($10.89) 11.64
$10.29
-5.51%
Sold Out
0
-616,400
META 		Meta Platforms Inc2024-08-31Reduce
-1.91%
●
453.41 ($503.15) 539.91
$584.82
16.23%
Reduce -43.54%
16,600
-12,800
RNG 		RingCentral Inc2024-08-31Sold Out
-1.82%
●
26.99 ($31.83) 35.26
$36.27
13.95%
Sold Out
0
-166,400
QCOM 		Qualcomm Inc2024-08-31Reduce
-1.31%
●
156.12 ($189.6) 227.09
$163.41
-13.81%
Reduce -17.64%
93,850
-20,100
ERIC 		Telefonaktiebolaget L M Ericsson2024-08-31Sold Out
-0.90%
●
5.81 ($6.57) 7.45
$8.08
22.98%
Sold Out
0
-458,600
SHOP 		Shopify Inc2024-08-31Sold Out
-0.50%
●
52.26 ($65.8) 76.14
$108.92
65.53%
Sold Out
0
-26,600
TSX:QBR.A 		Quebecor Inc2024-08-31New Buy
+0.49%
●
28.8 (C$30.95) 34.01
C$33.21
7.30%
New holding
64,833
64,833
T 		AT&T Inc2024-08-31Add
+0.38%
●
17.61 ($18.89) 19.9
$22.15
17.26%
Add 3.54%
1,856,500
63,500
TMUS 		T-Mobile US Inc2024-08-31Reduce
-0.35%
●
173.08 ($184.27) 204.03
$239.00
29.70%
Reduce -7.4%
78,816
-6,300

Select Wireless Portfolio Total Holding History ($B)

To

Select Wireless Portfolio's Asset Allocation

To

Select Wireless Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Select Wireless Portfolio's Hypothetical Growth since 2024-08-31

Select Wireless Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Select Wireless Portfolio's Holdings Heat Map

Size field:

Select Wireless Portfolio's Holdings Bubble Chart

Select Wireless Portfolio News

  • 1

Discussions on Select Wireless Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.