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

Top Buys

1
+$1.14M
2
+$1.03M
3
+$723K
4
DXLG icon
Destination XL Group
DXLG
+$377K
5
CVX icon
Chevron
CVX
+$289K

Top Sells

1
+$4.3M
2
+$2.71M
3
+$2.11M
4
SBS icon
Sabesp
SBS
+$931K
5
AGM icon
Federal Agricultural Mortgage
AGM
+$626K

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
2 3 4 5
6