EWM

Edge Wealth Management Portfolio holdings

AUM $565M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$11.6M
3
+$7.27M
4
DOCU icon
DocuSign
DOCU
+$5.66M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.3M

Top Sells

1
+$11.6M
2
+$7.09M
3
+$4.12M
4
CSCO icon
Cisco
CSCO
+$1.6M
5
GLD icon
SPDR Gold Trust
GLD
+$1.6M

Sector Composition

1 Technology 15.18%
2 Healthcare 10.66%
3 Communication Services 9.5%
4 Financials 8.5%
5 Energy 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66K 0.01%
+5,300
227
$65K 0.01%
4,760
+4,428
228
$64K 0.01%
693
-63
229
$63K 0.01%
375
-350
230
$61K 0.01%
726
231
$61K 0.01%
6,727
+4,408
232
$60K 0.01%
675
+3
233
$59K 0.01%
3,000
234
$58K 0.01%
350
235
$58K 0.01%
250
236
$58K 0.01%
530
237
$57K 0.01%
1,300
238
$56K 0.01%
275
239
$56K 0.01%
1,008
240
$56K 0.01%
280
241
$56K 0.01%
4,000
242
$55K 0.01%
740
243
$55K 0.01%
418
-182
244
$53K 0.01%
+133
245
$52K 0.01%
145
246
$52K 0.01%
2,385
-12,615
247
$52K 0.01%
2,000
248
$50K 0.01%
1,518
-632
249
$50K 0.01%
1,000
+700
250
$50K 0.01%
1,360
-2,470
8 9
10
11 12