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
$619M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$1.98M
3
+$1.5M
4
TORM
TOR Minerals International Inc
TORM
+$1.22M
5
LXU icon
LSB Industries
LXU
+$1.21M

Top Sells

1
+$14.2M
2
+$3.67M
3
+$3.66M
4
FTR
Frontier Communications Corp.
FTR
+$1.41M
5
OFI
OVERHILL FARMS INC
OFI
+$822K

Sector Composition

1 Financials 18.97%
2 Industrials 13.81%
3 Materials 10.66%
4 Consumer Discretionary 9.78%
5 Utilities 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.56%
160,115
+53,960
52
$2.99M 0.48%
26,095
-172
53
$2.92M 0.47%
212,158
-880
54
$2.79M 0.45%
446,398
+317,130
55
$2.66M 0.43%
135,825
-400
56
$2.29M 0.37%
362,105
-900
57
$2.21M 0.36%
43,642
-6,650
58
$2.15M 0.35%
166,236
-39,164
59
$2.07M 0.33%
522,541
-5,925
60
$2.06M 0.33%
80,272
+7,700
61
$2.05M 0.33%
45,533
-100
62
$2.03M 0.33%
64,818
+3,875
63
$2.01M 0.32%
589,175
+441,025
64
$1.96M 0.32%
20,978
-335
65
$1.77M 0.29%
351,743
+98,271
66
$1.64M 0.26%
55,950
-800
67
$1.64M 0.26%
285,124
+65,124
68
$1.53M 0.25%
136,350
-1,612
69
$1.42M 0.23%
252,818
-137
70
$1.3M 0.21%
169,999
-1,500
71
$1.27M 0.21%
59,096
72
$1.22M 0.2%
+104,511
73
$1.15M 0.18%
167,351
+4,100
74
$1.11M 0.18%
746,382
-12,197
75
$1.06M 0.17%
48,365
1 2
3
4 5