FWSM
First Wilshire Securities Management Portfolio holdings
AUM
$367M
This Quarter Return
+6.23%
1 Year Return
+17.14%
3 Year Return
+73.85%
5 Year Return
+162.04%
10 Year Return
+320.38%
AUM
$251M
AUM Growth
+$251M
(-14%)
Cap. Flow
-$50.3M
Cap. Flow
% of AUM
-20.02%
Top 10 Holdings %
Top 10 Hldgs %
37.24%
Holding
122
New
7
Increased
6
Reduced
67
Closed
10
Top Buys
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
$4.69M |
| 2 |
Ceragon Networks
CRNT
|
$2.24M |
| 3 |
IBA
Industrias Bachoco SAB De C.V.
IBA
|
$1.17M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$802K |
| 5 |
MNTX
Manitex International, Inc.
MNTX
|
$660K |
Top Sells
| 1 |
NVEE
NV5 Global
NVEE
|
$9.16M |
| 2 |
American Water Works
AWK
|
$6.9M |
| 3 |
Jacobs Solutions
J
|
$2.8M |
| 4 |
Crawford & Co Class A
CRD.A
|
$2.42M |
| 5 |
Camtek
CAMT
|
$2.34M |
Sector Composition
| 1 | Financials | 26.54% |
| 2 | Industrials | 26.08% |
| 3 | Consumer Discretionary | 10.48% |
| 4 | Materials | 9.28% |
| 5 | Consumer Staples | 6.16% |
