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
$346M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.2M
3
+$1.1M
4
AUTO
AutoWeb, Inc. Common Stock
AUTO
+$991K
5
LMNR icon
Limoneira
LMNR
+$875K

Top Sells

1
+$579K
2
+$538K
3
+$479K
4
SPCB icon
SuperCom
SPCB
+$426K
5
STJ
St Jude Medical
STJ
+$421K

Sector Composition

1 Financials 29.42%
2 Industrials 23.14%
3 Materials 9.54%
4 Consumer Discretionary 7.58%
5 Technology 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K ﹤0.01%
3,000
127
$14K ﹤0.01%
2
128
– –
-1,850
129
– –
-13,100
130
– –
-5,250
2 3 4 5
6