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
51
$3.08M 0.53%
+205,400
52
$3.03M 0.52%
+213,038
53
$2.92M 0.5%
+26,267
54
$2.89M 0.49%
+136,225
55
$2.4M 0.41%
+50,292
56
$2.28M 0.39%
+363,005
57
$2.15M 0.37%
+60,943
58
$2.12M 0.36%
+106,155
59
$2M 0.34%
+528,466
60
$1.97M 0.34%
+45,633
61
$1.8M 0.31%
+21,313
62
$1.64M 0.28%
+56,750
63
$1.5M 0.26%
+72,572
64
$1.49M 0.25%
+137,962
65
$1.44M 0.25%
+252,955
66
$1.41M 0.24%
+23,283
67
$1.38M 0.24%
+171,499
68
$1.32M 0.23%
+253,472
69
$1.21M 0.21%
+59,096
70
$1.11M 0.19%
+220,000
71
$1.05M 0.18%
+163,251
72
$1.05M 0.18%
+48,365
73
$857K 0.15%
+758,579
74
$822K 0.14%
+166,057
75
$710K 0.12%
+129,268
1 2
3
4 5