WS
Wedbush Securities Portfolio holdings
AUM
$2.86B
1-Year Return
19.23%
This Quarter Return
+6.66%
1 Year Return
+19.23%
3 Year Return
+82.71%
5 Year Return
+131.51%
10 Year Return
+277.22%
AUM
$1.82B
AUM Growth
+$38.7M
(+2.2%)
Cap. Flow
-$41.8M
Cap. Flow
% of AUM
-2.3%
Top 10 Holdings %
Top 10 Hldgs %
32.64%
Holding
1,124
New
79
Increased
356
Reduced
533
Closed
67
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$5.3M |
| 2 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$5.09M |
| 3 |
Novo Nordisk
NVO
|
+$4.91M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$4.57M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.31M |
Sector Composition
| 1 | Technology | 16.14% |
| 2 | Healthcare | 7.64% |
| 3 | Financials | 7.51% |
| 4 | Consumer Discretionary | 6.69% |
| 5 | Industrials | 4.59% |
