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
$563M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.74M
3
+$5.68M
4
EZPW icon
Ezcorp Inc
EZPW
+$3.32M
5
WG
Willbros Group
WG
+$3.03M

Top Sells

1
+$9.24M
2
+$6.71M
3
+$3.56M
4
WIBC
WILSHIRE BANCORP INC
WIBC
+$3.28M
5
UPBD icon
Upbound Group
UPBD
+$1.85M

Sector Composition

1 Financials 23.89%
2 Industrials 20.05%
3 Utilities 8.7%
4 Materials 8.29%
5 Technology 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76K 0.01%
66,650
+1,400
127
$43K 0.01%
412
128
$25K ﹤0.01%
728
+294
129
$7K ﹤0.01%
2,716
130
$3K ﹤0.01%
275,595
131
– –
-2,350
132
– –
-898,540
133
– –
-49,847
134
– –
-13,150
2 3 4 5
6