WS
Wedbush Securities Portfolio holdings
AUM
$3.43B
1-Year Est. Return
24.19%
This Fund
S&P 500
1 Year Est. Return
+24.19%
AUM
$3.43B
AUM Growth
+$1.73M
(+0.05%)
Holding
1,305
Top Buys
| 1 | +$19.1M | |
| 2 | +$7.92M | |
| 3 | +$6.72M | |
| 4 |
Broadcom
AVGO
|
+$3.75M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$3.41M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$8.32M | |
| 3 | +$1.97M | |
| 4 |
Robinhood
HOOD
|
+$1.83M |
| 5 |
BlackRock Science and Technology Term Trust
BSTZ
|
+$1.81M |
Sector Composition
| 1 | Technology | 22.34% |
| 2 | Financials | 6.64% |
| 3 | Consumer Discretionary | 6.12% |
| 4 | Consumer Staples | 5.45% |
| 5 | Industrials | 5.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1301
Acuity Brands
AYI
$8.98B
| – | – |
-587
|
|
||
1302
AeroVironment
AVAV
$10.6B
| – | – |
-1,007
|
|
||
1303
Ares Management
ARES
$26.9B
| – | – |
-2,030
|
|
||
1304
Alight
ALIT
$331M
| – | – |
-22,850
|
|
||
1305
Agilon Health
AGL
$407M
| – | – |
-828
|
|