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
$563M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.74M
3
+$5.68M
4
EZPW icon
Ezcorp Inc
EZPW
+$3.32M
5
WG
Willbros Group
WG
+$3.03M

Top Sells

1
+$9.24M
2
+$6.71M
3
+$3.56M
4
WIBC
WILSHIRE BANCORP INC
WIBC
+$3.28M
5
UPBD icon
Upbound Group
UPBD
+$1.85M

Sector Composition

1 Financials 23.89%
2 Industrials 20.05%
3 Utilities 8.7%
4 Materials 8.29%
5 Technology 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.56M 1.7%
90,304
-4,677
27
$9.18M 1.63%
2,825,264
-23,800
28
$8.47M 1.51%
1,315,951
-16,440
29
$7.56M 1.34%
889,092
-9,595
30
$7.53M 1.34%
332,666
-408,597
31
$7.13M 1.27%
150,277
-5,750
32
$6.74M 1.2%
+302,683
33
$6.61M 1.17%
1,075,214
+924,069
34
$5.3M 0.94%
99,747
-2,727
35
$5.26M 0.93%
490,295
-10,250
36
$5.16M 0.92%
257,866
-4,550
37
$4.95M 0.88%
229,793
-4,500
38
$4.7M 0.83%
536,538
-17,225
39
$4.64M 0.82%
90,807
-3,800
40
$3.94M 0.7%
282,928
-5,225
41
$3.66M 0.65%
579,942
-8,384
42
$3.47M 0.62%
35,691
-790
43
$3.39M 0.6%
377,859
-17,250
44
$3.37M 0.6%
617,607
-2,000
45
$3.31M 0.59%
579,356
-33,833
46
$3.13M 0.56%
349,714
-7,495
47
$3.03M 0.54%
+483,306
48
$3.01M 0.53%
24,862
-595
49
$3.01M 0.53%
165,013
-5,915
50
$2.8M 0.5%
147,736
-4,300
1
2
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