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
$586M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$29.1M
3
+$26.6M
4
TUP
Tupperware Brands Corporation
TUP
+$24.3M
5
NATR icon
Nature's Sunshine
NATR
+$22.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.87%
2 Industrials 12.43%
3 Consumer Discretionary 11.95%
4 Utilities 10.21%
5 Materials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.37M 1.43%
+44,094
27
$8.08M 1.38%
+101,106
28
$7.27M 1.24%
+1,434,104
29
$7.06M 1.21%
+641,662
30
$6.95M 1.19%
+1,419,224
31
$6.35M 1.09%
+239,050
32
$5.42M 0.93%
+276,310
33
$5.34M 0.91%
+329,199
34
$5.3M 0.9%
+259,116
35
$4.76M 0.81%
+78,824
36
$4.73M 0.81%
+103,281
37
$4.17M 0.71%
+658,526
38
$4.15M 0.71%
+421,229
39
$4.01M 0.68%
+463,102
40
$3.99M 0.68%
+465,761
41
$3.86M 0.66%
+108,915
42
$3.79M 0.65%
+295,029
43
$3.73M 0.64%
+1,012,069
44
$3.69M 0.63%
+461,183
45
$3.66M 0.63%
+181,666
46
$3.57M 0.61%
+83,245
47
$3.52M 0.6%
+306,856
48
$3.4M 0.58%
+88,482
49
$3.37M 0.58%
+38,824
50
$3.3M 0.56%
+290,544
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