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
$251M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.24M
3
+$1.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$802K
5
MNTX
Manitex International, Inc.
MNTX
+$660K

Top Sells

1
+$9.16M
2
+$6.89M
3
+$2.8M
4
CRD.A icon
Crawford & Co Class A
CRD.A
+$2.42M
5
CAMT icon
Camtek
CAMT
+$2.34M

Sector Composition

1 Financials 26.56%
2 Industrials 26.08%
3 Consumer Discretionary 10.48%
4 Materials 9.28%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.41%
116,462
-36,346
27
$3.42M 1.36%
125,171
-1,850
28
$3.21M 1.28%
12,507
-5,513
29
$3.17M 1.26%
185,364
-23,613
30
$3.15M 1.26%
137,659
-33,918
31
$3.13M 1.25%
61,854
+23,054
32
$3.12M 1.24%
454,979
-142,959
33
$3.04M 1.21%
50,889
-1,100
34
$2.93M 1.16%
107,492
-4,208
35
$2.63M 1.05%
151,384
-22,407
36
$2.55M 1.01%
567,711
-101,975
37
$2.41M 0.96%
78,448
-475
38
$2.27M 0.9%
112,528
+5,166
39
$2.11M 0.84%
105,993
-56,506
40
$1.94M 0.77%
84,289
-17,903
41
$1.89M 0.75%
58,197
-66,077
42
$1.86M 0.74%
35,513
-831
43
$1.83M 0.73%
494,174
-239,128
44
$1.69M 0.67%
65,736
45
$1.43M 0.57%
6,694
+3,760
46
$1.33M 0.53%
88,187
-60,970
47
$1.31M 0.52%
58,144
-34,261
48
$1.31M 0.52%
8,750
49
$1.31M 0.52%
158,842
-37,403
50
$1.22M 0.48%
64,012
-1,111
1
2
3 4 5