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
$651M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$3.17M
3 +$2.56M
4
MDC
M.D.C. Holdings, Inc.
MDC
+$1.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.19M

Top Sells

1 +$30.3M
2 +$2.52M
3 +$1.57M
4
YHOO
Yahoo Inc
YHOO
+$1.56M
5
SPLS
Staples Inc
SPLS
+$1.45M

Sector Composition

1 Real Estate 10.97%
2 Financials 10.15%
3 Industrials 9.69%
4 Consumer Discretionary 9.12%
5 Technology 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$187K 0.03%
10
577
$186K 0.03%
+10,582
578
$185K 0.03%
1,636
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579
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$183K 0.03%
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581
$183K 0.03%
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$183K 0.03%
+16,000
583
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22,500
+1,000
584
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585
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28,286
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586
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587
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588
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589
$175K 0.03%
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590
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591
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592
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595
$165K 0.03%
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$160K 0.02%
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598
$160K 0.02%
6,547
599
$160K 0.02%
+13,200
600
$160K 0.02%
75,308