FWSM

First Wilshire Securities Management Portfolio holdings

AUM $398M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$860K
3
+$634K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$503K
5
CRD.A icon
Crawford & Co Class A
CRD.A
+$472K

Top Sells

1
+$8.05M
2
+$2.47M
3
+$741K
4
TPC
Tutor Perini Cor
TPC
+$659K
5
LMNR icon
Limoneira
LMNR
+$622K

Sector Composition

1 Financials 30.83%
2 Communication Services 14.63%
3 Industrials 11.29%
4 Utilities 8.06%
5 Technology 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K 0.01%
50
77
– –
-2,590
78
– –
-6,700
79
– –
-274,312
80
– –
0
1 2 3
4