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
76
$446K 0.18%
15,545
77
$438K 0.17%
20,353
78
$436K 0.17%
11,843
-300
79
$435K 0.17%
103,996
-1,855
80
$425K 0.17%
5,053
81
$413K 0.16%
1,533
82
$387K 0.15%
11,780
-430
83
$377K 0.15%
+3,367
84
$369K 0.15%
2,646
85
$364K 0.14%
2,092
86
$346K 0.14%
12,550
87
$332K 0.13%
6,100
88
$322K 0.13%
+11,104
89
$322K 0.13%
2,590
90
$322K 0.13%
107,439
-23,595
91
$313K 0.12%
4,000
-300
92
$312K 0.12%
15,786
-4,000
93
$300K 0.12%
3,850
94
$292K 0.12%
7,106
-2,024
95
$283K 0.11%
50,600
96
$279K 0.11%
4,986
97
$270K 0.11%
36,890
-12,010
98
$249K 0.1%
2,450
99
$248K 0.1%
2,300
100
$241K 0.1%
2,200
1 2 3
4
5