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
$266M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$4.29M
3
+$4.01M
4
EZPW icon
Ezcorp Inc
EZPW
+$3.51M
5
SGC icon
Superior Group of Companies
SGC
+$1.18M

Top Sells

1
+$7.04M
2
+$4.96M
3
+$2.91M
4
J icon
Jacobs Solutions
J
+$2.66M
5
PCG icon
PG&E
PCG
+$1.34M

Sector Composition

1 Financials 34.98%
2 Industrials 17.61%
3 Consumer Discretionary 6.89%
4 Materials 5.78%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-105,609
102
– –
-134,254
103
– –
-10,000
104
– –
-63,511
105
– –
-115,000
106
– –
-2,293
1 2 3 4
5