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
101
$318K 0.05%
+24,734
102
$318K 0.05%
+3,029
103
$311K 0.05%
+11,614
104
$289K 0.05%
+12,131
105
$286K 0.05%
+5,000
106
$286K 0.05%
+7,013
107
$264K 0.05%
+6,384
108
$255K 0.04%
+5,500
109
$254K 0.04%
+7,150
110
$247K 0.04%
+3,100
111
$244K 0.04%
+7,068
112
$242K 0.04%
+23,304
113
$239K 0.04%
+8,700
114
$211K 0.04%
+45,291
115
$209K 0.04%
+8,600
116
$190K 0.03%
+24,284
117
$182K 0.03%
+116,584
118
$118K 0.02%
+79,651
119
$75K 0.01%
+26,522
120
$28K ﹤0.01%
+35,550
121
$24K ﹤0.01%
+2,716
1 2 3 4
5