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
76
$246K 0.08%
2,131
77
$226K 0.08%
508
78
$225K 0.08%
6,054
-3,900
79
$217K 0.07%
19,577
80
$109K 0.04%
17,100
81
$104K 0.04%
+10,272
82
$80K 0.03%
19,500
83
$66K 0.02%
22,302
+170
84
$41K 0.01%
6,667
85
$16K 0.01%
1,458
86
$13K ﹤0.01%
318
87
– –
-14,945
88
– –
-50
89
– –
-82,000
1 2 3
4