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
$2.8B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,313
New
Increased
Reduced
Closed

Top Buys

1 +$5.73M
2 +$4.48M
3 +$3.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.91M
5
IOO icon
iShares Global 100 ETF
IOO
+$2.8M

Top Sells

1 +$4.55M
2 +$3.07M
3 +$2.96M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.86M
5
GLD icon
SPDR Gold Trust
GLD
+$2.62M

Sector Composition

1 Technology 23.81%
2 Consumer Discretionary 7.03%
3 Financials 6.78%
4 Healthcare 6.21%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$615K 0.02%
12,541
+3,837
552
$613K 0.02%
6,136
+855
553
$608K 0.02%
38,659
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554
$606K 0.02%
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555
$602K 0.02%
12,916
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556
$602K 0.02%
5,990
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557
$602K 0.02%
2,340
-190
558
$601K 0.02%
115,560
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559
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560
$599K 0.02%
10,110
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561
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562
$598K 0.02%
37,097
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563
$597K 0.02%
10,553
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564
$596K 0.02%
37,712
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565
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2,655
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566
$592K 0.02%
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567
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5,769
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$590K 0.02%
6,305
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570
$589K 0.02%
22,075
-11,939
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$589K 0.02%
78,902
-24,252
572
$588K 0.02%
6,339
-1,576
573
$587K 0.02%
2,530
-11
574
$584K 0.02%
33,272
-4,601
575
$584K 0.02%
7,700
-1,625