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
101
$241K 0.1%
1,114
-22
102
$234K 0.09%
2,350
103
$229K 0.09%
+2,293
104
$220K 0.09%
4,643
105
$217K 0.09%
+1,243
106
$208K 0.08%
+6,700
107
$194K 0.08%
18,505
108
$159K 0.06%
79,830
109
$130K 0.05%
10,000
110
$92K 0.04%
10,950
111
$45K 0.02%
+50
112
$37K 0.01%
532
113
– –
-66,128
114
– –
-12,148
115
– –
-43,750
116
– –
-38,568
117
– –
-57,328
118
– –
-617,180
119
– –
-3,000
120
– –
-31,876
121
– –
-225,845
122
– –
-405,383
1 2 3 4
5