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
276
$37K 0.01%
+1,000
277
$36K 0.01%
826
278
$36K 0.01%
1,500
279
$35K 0.01%
200
280
$35K 0.01%
1,418
281
$35K 0.01%
516
282
$35K 0.01%
1,085
283
$35K 0.01%
448
+2
284
$34K 0.01%
444
285
$34K 0.01%
650
286
$33K 0.01%
1,905
287
$33K 0.01%
730
+320
288
$33K 0.01%
+1,200
289
$32K 0.01%
1,000
+500
290
$32K 0.01%
465
291
$31K 0.01%
590
292
$31K 0.01%
250
293
$31K 0.01%
2,021
+16
294
$30K 0.01%
466
295
$30K 0.01%
1,500
296
$29K 0.01%
+2,000
297
$29K 0.01%
1,575
298
$28K 0.01%
1,583
299
$27K 0.01%
159
300
$27K 0.01%
+706
10 11
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