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
251
$50K 0.01%
2,000
252
$49K 0.01%
1,200
253
$48K 0.01%
275
254
$47K 0.01%
510
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255
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256
$46K 0.01%
370
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257
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121
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258
$46K 0.01%
2,180
259
$44K 0.01%
587
260
$43K 0.01%
299
261
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262
$42K 0.01%
2,000
263
$42K 0.01%
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264
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265
$42K 0.01%
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267
$41K 0.01%
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268
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311
269
$40K 0.01%
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$40K 0.01%
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271
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272
$38K 0.01%
240
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$38K 0.01%
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274
$37K 0.01%
200
275
$37K 0.01%
399
9 10
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