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
$292M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.27M
3
+$1.48M
4
GILT icon
Gilat Satellite Networks
GILT
+$1.21M
5
SILC icon
Silicom
SILC
+$622K

Top Sells

1
+$8.08M
2
+$4.48M
3
+$590K
4
T icon
AT&T
T
+$288K
5
CRD.A icon
Crawford & Co Class A
CRD.A
+$227K

Sector Composition

1 Financials 19.23%
2 Technology 18.34%
3 Industrials 12.26%
4 Communication Services 11.83%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 1.32%
142,940
+2,182
27
$3.43M 1.18%
1,056,351
+1,920
28
$3.03M 1.04%
56,244
-150,084
29
$2.53M 0.87%
71,041
-6
30
$2.45M 0.84%
261,292
-6,771
31
$2.22M 0.76%
311,097
-3,851
32
$1.59M 0.54%
183,643
+2,666
33
$1.36M 0.47%
4,000
34
$1.21M 0.42%
+194,912
35
$1.12M 0.39%
31,962
+6,945
36
$1.06M 0.36%
43,875
37
$1M 0.34%
20,141
38
$985K 0.34%
5,798
39
$941K 0.32%
32,792
+5,400
40
$884K 0.3%
6,778
-1,547
41
$786K 0.27%
24,000
42
$768K 0.26%
34,283
+218
43
$747K 0.26%
3,050
44
$694K 0.24%
12,300
45
$687K 0.24%
3,950
46
$624K 0.21%
1,533
47
$606K 0.21%
11,500
48
$563K 0.19%
4,702
-679
49
$558K 0.19%
4,786
50
$554K 0.19%
9,174
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