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
$353M
AUM Growth
+$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$1.02M
3 +$807K
4
DXLG icon
Destination XL Group
DXLG
+$374K
5
CVX icon
Chevron
CVX
+$311K

Top Sells

1 +$4.3M
2 +$2.71M
3 +$2.02M
4
SBS icon
Sabesp
SBS
+$935K
5
AGM icon
Federal Agricultural Mortgage
AGM
+$675K

Sector Composition

1 Financials 28.93%
2 Industrials 26.37%
3 Materials 9.1%
4 Consumer Discretionary 7.76%
5 Utilities 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-385,169
127
-103,278