WS
Wedbush Securities Portfolio holdings
AUM
$2.86B
1-Year Return
19.23%
This Quarter Return
+13.84%
1 Year Return
+19.23%
3 Year Return
+82.71%
5 Year Return
+131.51%
10 Year Return
+277.22%
AUM
$1.14B
AUM Growth
+$97.6M
(+9.4%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
20.55%
Holding
1,047
New
117
Increased
379
Reduced
323
Closed
177
Top Buys
| 1 |
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
|
+$7.39M |
| 2 |
TLMD
SOC Telemed, Inc. Class A Common Stock
TLMD
|
+$4.38M |
| 3 |
SDHY
PGIM Short Duration High Yield Opportunities Fund
SDHY
|
+$4.21M |
| 4 |
Aecom
ACM
|
+$2.81M |
| 5 |
Microsoft
MSFT
|
+$2.16M |
Top Sells
Sector Composition
| 1 | Technology | 19.66% |
| 2 | Consumer Discretionary | 9.64% |
| 3 | Healthcare | 9.07% |
| 4 | Financials | 8.14% |
| 5 | Communication Services | 6.97% |
