WS
Wedbush Securities Portfolio holdings
AUM
$3.06B
1-Year Est. Return
22.91%
1 Year Est. Return
+22.91%
AUM
$3.06B
AUM Growth
+$200M
(+7%)
Holding
1,277
Top Buys
| 1 | +$11.9M | |
| 2 | +$5.88M | |
| 3 | +$2.98M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.93M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$2.65M |
Top Sells
| 1 | +$13.9M | |
| 2 | +$8.02M | |
| 3 | +$7.71M | |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$6.31M |
| 5 |
iShares Select Dividend ETF
DVY
|
+$5.71M |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Financials | 7.19% |
| 3 | Consumer Discretionary | 6.89% |
| 4 | Consumer Staples | 5.29% |
| 5 | Communication Services | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Invesco Financial Preferred ETF
PGF
$767M
| – | – |
-13,827
|
|
||
1277
Permian Resources
PR
$11B
| – | – |
-50,158
|
|