FWSM

First Wilshire Securities Management Portfolio holdings

AUM $398M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
-$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$9.91M
2 +$2.16M
3 +$1.54M
4
PPSI icon
Pioneer Power Solutions
PPSI
+$1.52M
5
KRA
Kraton Corporation
KRA
+$832K

Top Sells

1 +$2.53M
2 +$1.75M
3 +$1.51M
4
NVEE
NV5 Global
NVEE
+$1.5M
5
WIBC
WILSHIRE BANCORP INC
WIBC
+$1.42M

Sector Composition

1 Financials 24.25%
2 Industrials 21.79%
3 Consumer Discretionary 9.35%
4 Materials 8.79%
5 Utilities 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,667