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
$645M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$5.29M
2 +$1.08M
3 +$1.03M
4
HCSG icon
Healthcare Services Group
HCSG
+$476K
5
AWK icon
American Water Works
AWK
+$472K

Sector Composition

1 Financials 21.74%
2 Industrials 17.07%
3 Utilities 10.38%
4 Materials 9.68%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25K ﹤0.01%
2,716
127
$10K ﹤0.01%
282,095
128
-16,395
129
-457,283