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
51
$1.19M 0.47%
58,746
-3,941
52
$1.19M 0.47%
105,839
-27,940
53
$1.15M 0.46%
22,800
54
$1.1M 0.44%
129,865
-2,100
55
$1.1M 0.44%
27,941
-2,940
56
$1.08M 0.43%
3,650
57
$1.02M 0.41%
13,175
-100
58
$1M 0.4%
110,176
-92,856
59
$953K 0.38%
112,725
-276,465
60
$845K 0.34%
63,000
61
$837K 0.33%
176,110
-108,650
62
$836K 0.33%
334,487
-203,633
63
$732K 0.29%
140,000
64
$702K 0.28%
259,050
-35,000
65
$684K 0.27%
64,001
66
$670K 0.27%
380,495
-68,777
67
$653K 0.26%
189,849
-218,886
68
$608K 0.24%
115,000
69
$606K 0.24%
29,107
-57
70
$602K 0.24%
15,500
-5,750
71
$593K 0.24%
244,163
-115,766
72
$583K 0.23%
4,350
73
$554K 0.22%
+200,000
74
$530K 0.21%
13,200
75
$520K 0.21%
9,505
-97
1 2
3
4 5