WS
Wedbush Securities Portfolio holdings
AUM
$2.86B
1-Year Return
19.23%
This Quarter Return
+1.04%
1 Year Return
+19.23%
3 Year Return
+82.71%
5 Year Return
+131.51%
10 Year Return
+277.22%
AUM
$364M
AUM Growth
–
Cap. Flow
+$364M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
16.13%
Holding
560
New
560
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.78M |
| 2 |
GE Aerospace
GE
|
$8.45M |
| 3 |
Wells Fargo
WFC
|
$7.91M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$6.41M |
| 5 |
Northrim BanCorp
NRIM
|
$5.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.55% |
| 2 | Technology | 9.5% |
| 3 | Industrials | 9.26% |
| 4 | Consumer Discretionary | 9.22% |
| 5 | Energy | 8.36% |
