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
$355M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$10.8M
3
+$5.54M
4
DIS icon
Walt Disney
DIS
+$5.52M
5
SO icon
Southern Company
SO
+$4.42M

Top Sells

1
+$15.2M
2
+$11.7M
3
+$9.59M
4
CSCO icon
Cisco
CSCO
+$7.74M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$7.31M

Sector Composition

1 Technology 15.36%
2 Healthcare 11.96%
3 Financials 8.16%
4 Communication Services 7.96%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43K 0.01%
962
-2,784
252
$43K 0.01%
12,800
253
$42K 0.01%
541
254
$40K 0.01%
375
255
$40K 0.01%
2,000
256
$40K 0.01%
1,584
-2,916
257
$39K 0.01%
245
258
$39K 0.01%
200
259
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826
260
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690
261
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564
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262
$38K 0.01%
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-50
263
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264
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265
$38K 0.01%
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266
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267
$37K 0.01%
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268
$36K 0.01%
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269
$36K 0.01%
1,399
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270
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3,710
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272
$35K 0.01%
399
273
$34K 0.01%
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-32,944
274
$33K 0.01%
2,000
275
$33K 0.01%
311
9 10
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