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
$251M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.24M
3
+$1.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$802K
5
MNTX
Manitex International, Inc.
MNTX
+$660K

Top Sells

1
+$9.16M
2
+$6.89M
3
+$2.8M
4
CRD.A icon
Crawford & Co Class A
CRD.A
+$2.42M
5
CAMT icon
Camtek
CAMT
+$2.34M

Sector Composition

1 Financials 26.56%
2 Industrials 26.08%
3 Consumer Discretionary 10.48%
4 Materials 9.28%
5 Consumer Staples 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 6.16%
221,802
-40,080
2
$15.5M 6.15%
984,000
-104,020
3
$12.2M 4.85%
260,418
-8,724
4
$12.1M 4.81%
132,640
-22,014
5
$7.6M 3.02%
162,535
-21,716
6
$6.93M 2.76%
46,353
-901
7
$6.6M 2.62%
291,407
-29,020
8
$6.07M 2.42%
289,242
-40,589
9
$5.6M 2.23%
111,094
+93,201
10
$5.59M 2.22%
530,987
-229,691
11
$5.58M 2.22%
275,657
-65,001
12
$5.58M 2.22%
589,149
-120,420
13
$5.27M 2.09%
566,846
-77,517
14
$5.26M 2.09%
72,399
-13,341
15
$5.11M 2.03%
371,030
-51,058
16
$5.01M 1.99%
272,052
-60,325
17
$4.74M 1.89%
183,900
-26,217
18
$4.58M 1.82%
330,418
-54,115
19
$4.35M 1.73%
1,484,215
+765,350
20
$4.32M 1.72%
211,564
-51,702
21
$4.12M 1.64%
132,712
-26,185
22
$3.94M 1.57%
22,123
-439
23
$3.75M 1.49%
613,460
+108,099
24
$3.74M 1.49%
216,317
-30,850
25
$3.7M 1.47%
215,197
-28,340
1
2 3 4 5