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
51
$541K 0.19%
4,303
-230
52
$479K 0.16%
4,866
53
$443K 0.15%
2,300
54
$440K 0.15%
4,035
55
$432K 0.15%
17,032
-749
56
$426K 0.15%
12,630
57
$425K 0.15%
6,800
58
$413K 0.14%
2,497
59
$412K 0.14%
1,325
60
$411K 0.14%
7,950
61
$402K 0.14%
13,680
62
$393K 0.13%
4,479
63
$377K 0.13%
7,587
-3,800
64
$363K 0.12%
16,400
65
$359K 0.12%
9,778
+4,100
66
$357K 0.12%
1,840
-358
67
$330K 0.11%
2,350
68
$318K 0.11%
4,607
69
$303K 0.1%
2,000
70
$300K 0.1%
+9,900
71
$276K 0.09%
2,400
72
$276K 0.09%
2,600
73
$260K 0.09%
1,650
74
$250K 0.09%
1,719
75
$247K 0.08%
14,000
1 2
3
4