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
601
$159K 0.02%
1,718
+253
602
$158K 0.02%
+840
603
$158K 0.02%
71,595
+33,497
604
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14,642
-2,887
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$154K 0.02%
24,092
606
$153K 0.02%
2,866
607
$149K 0.02%
18,808
608
$148K 0.02%
11,540
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609
$147K 0.02%
1,165
+160
610
$147K 0.02%
+10,243
611
$146K 0.02%
12,779
612
$143K 0.02%
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613
$141K 0.02%
11,372
+1,189
614
$141K 0.02%
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615
$141K 0.02%
4,025
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616
$141K 0.02%
2,936
-1,632
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$137K 0.02%
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$137K 0.02%
16,450
-1,250
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$133K 0.02%
11,925
-6,367
620
$131K 0.02%
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621
$130K 0.02%
5,695
-15,071
622
$127K 0.02%
10,000
623
$126K 0.02%
32,900
-13,125
624
$125K 0.02%
23,235
625
$123K 0.02%
16,389
-201