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
$2.32B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.84M
3 +$1.96M
4
T icon
AT&T
T
+$1.5M
5
HD icon
Home Depot
HD
+$1.5M

Sector Composition

1 Technology 18.7%
2 Consumer Discretionary 8.34%
3 Financials 7.05%
4 Healthcare 6.79%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$382K 0.02%
9,305
-35
752
$382K 0.02%
5,275
-146
753
$382K 0.02%
1,021
+116
754
$381K 0.02%
14,707
+1,553
755
$380K 0.02%
6,210
-50
756
$379K 0.02%
7,915
+42
757
$376K 0.02%
8,970
+2,700
758
$374K 0.02%
3,407
-229
759
$371K 0.02%
62,000
+18,900
760
$371K 0.02%
2,491
-494
761
$371K 0.02%
5,670
+599
762
$370K 0.02%
15,511
+1,118
763
$369K 0.02%
6,701
+1,070
764
$368K 0.02%
4,324
+79
765
$367K 0.02%
20,675
+2,500
766
$367K 0.02%
1,308
-48
767
$366K 0.02%
2,220
+24
768
$366K 0.02%
16,050
769
$366K 0.02%
5,181
+213
770
$365K 0.02%
1,759
-2,190
771
$364K 0.02%
28,402
+1,394
772
$364K 0.02%
36,907
+2,647
773
$363K 0.02%
6,828
+312
774
$362K 0.02%
10,753
-234
775
$362K 0.02%
25,418
-476