WS
Wedbush Securities Portfolio holdings
AUM
$3.43B
1-Year Est. Return
21.4%
This Fund
S&P 500
1 Year Est. Return
+21.4%
AUM
$3.06B
AUM Growth
+$200M
(+7%)
Holding
1,277
Top Buys
| 1 | +$10.7M | |
| 2 | +$5.66M | |
| 3 | +$3.04M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.92M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$2.91M |
Top Sells
| 1 | +$13.9M | |
| 2 | +$8.89M | |
| 3 | +$7.12M | |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$6.31M |
| 5 |
iShares Select Dividend ETF
DVY
|
+$5.56M |
Sector Composition
| 1 | Technology | 23.93% |
| 2 | Financials | 7.18% |
| 3 | Consumer Discretionary | 6.81% |
| 4 | Communication Services | 5.36% |
| 5 | Consumer Staples | 5.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1276
EQT Corp
EQT
$38.5B
| – | – |
-3,589
|
|
||
1277
Franklin Bitcoin ETF
EZBC
$422M
| – | – |
-39,628
|
|