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
$379M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1 +$4.48M
2 +$1.71M
3 +$1.51M
4
MCD icon
McDonald's
MCD
+$1.04M
5
V icon
Visa
V
+$869K

Sector Composition

1 Financials 13.28%
2 Industrials 9.85%
3 Consumer Discretionary 9.66%
4 Technology 9.55%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-5,259
627
-10,085
628
-12,021
629
-22,715
630
-53,835