FWSM

First Wilshire Securities Management Portfolio holdings

AUM $376M
1-Year Est. Return 23.1%
This Quarter Est. Return
1 Year Est. Return
+23.1%
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
76
$709K 0.12%
+124,469
77
$686K 0.12%
+44,603
78
$640K 0.11%
+148,150
79
$612K 0.1%
+19,817
80
$612K 0.1%
+17,750
81
$591K 0.1%
+75,250
82
$558K 0.1%
+11,760
83
$553K 0.09%
+196,830
84
$521K 0.09%
+97,311
85
$510K 0.09%
+4,554
86
$508K 0.09%
+90,636
87
$454K 0.08%
+25,695
88
$433K 0.07%
+4,791
89
$433K 0.07%
+33,452
90
$416K 0.07%
+4,900
91
$402K 0.07%
+16,395
92
$394K 0.07%
+207,312
93
$391K 0.07%
+4,550
94
$390K 0.07%
+11,300
95
$379K 0.06%
+252,495
96
$349K 0.06%
+31,863
97
$348K 0.06%
+27,450
98
$342K 0.06%
+35,093
99
$325K 0.06%
+4,301
100
$324K 0.06%
+6,050
1 2 3
4
5