WS

Wedbush Securities Portfolio holdings

AUM $2.86B
1-Year Est. Return 19.23%
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1 +$217M
2 +$44.4M
3 +$22.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.8M
5
AMZN icon
Amazon
AMZN
+$10.6M

Sector Composition

1 Technology 16.75%
2 Consumer Discretionary 8.33%
3 Financials 7.43%
4 Healthcare 7.21%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$731K 0.04%
4,131
+1,421
427
$727K 0.04%
27,174
+6,167
428
$726K 0.04%
5,768
-640
429
$725K 0.04%
11,955
+7,516
430
$724K 0.04%
+6,365
431
$721K 0.04%
+8,987
432
$711K 0.04%
4,328
+145
433
$710K 0.04%
6,013
+352
434
$710K 0.04%
14,451
+4,206
435
$708K 0.04%
13,806
+3,382
436
$707K 0.04%
42,169
+2,162
437
$706K 0.04%
16,581
+1,158
438
$705K 0.04%
58,818
-3,835
439
$701K 0.04%
5,208
-76
440
$701K 0.04%
+6,838
441
$700K 0.04%
+32,499
442
$697K 0.04%
2,396
+611
443
$697K 0.04%
47,035
+26,949
444
$696K 0.04%
18,597
+5,985
445
$694K 0.04%
12,594
+2,196
446
$689K 0.04%
61,857
-1,912
447
$689K 0.04%
5,838
+269
448
$686K 0.04%
13,799
+1,077
449
$685K 0.04%
+8,969
450
$683K 0.04%
8,541
+738