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
$286M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$3.44M
4
SGC icon
Superior Group of Companies
SGC
+$2.37M
5
EVFM
Evofem Biosciences, Inc. Common Stock
EVFM
+$1.07M

Top Sells

1
+$14.5M
2
+$1.99M
3
+$1.79M
4
BOCH
Bank of Commerce Holdings (CA)
BOCH
+$737K
5
TREC
Trecora Resources
TREC
+$484K

Sector Composition

1 Financials 25.44%
2 Communication Services 17.39%
3 Utilities 9.59%
4 Technology 9.49%
5 Healthcare 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.15%
8,000
52
$424K 0.15%
70,000
53
$423K 0.15%
1,325
54
$411K 0.14%
2,497
55
$400K 0.14%
+17,000
56
$400K 0.14%
7,868
-1,000
57
$389K 0.14%
1,460
58
$384K 0.13%
4,607
-150
59
$377K 0.13%
9,593
-250
60
$364K 0.13%
+6,490
61
$363K 0.13%
2,300
62
$349K 0.12%
4,046
63
$336K 0.12%
+6,005
64
$323K 0.11%
2,450
65
$305K 0.11%
14,286
-500
66
$292K 0.1%
+9,500
67
$289K 0.1%
4,786
68
$279K 0.1%
1,250
-150
69
$279K 0.1%
7,176
70
$273K 0.1%
1,243
71
$270K 0.09%
2,000
72
$267K 0.09%
1,717
-668
73
$260K 0.09%
+4,000
74
$259K 0.09%
3,200
75
$258K 0.09%
13,680
1 2
3
4