EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
+$18.7M
2
+$11.5M
3
+$6.96M
4
DOCU
DocuSign
DOCU
+$6.08M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.18M

Top Sells

1
+$11.2M
2
+$6.9M
3
+$4.12M
4
CSCO icon
Cisco
CSCO
+$1.64M
5
GLD icon
SPDR Gold Trust
GLD
+$1.48M

Sector Composition

1 Technology 15.17%
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
$35K 0.01%
200
277
$35K 0.01%
1,418
278
$35K 0.01%
516
279
$35K 0.01%
1,085
280
$35K 0.01%
896
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281
$34K 0.01%
444
282
$34K 0.01%
650
283
$33K 0.01%
1,905
284
$33K 0.01%
730
+320
285
$33K 0.01%
+1,200
286
$32K 0.01%
1,000
+500
287
$32K 0.01%
465
288
$31K 0.01%
590
289
$31K 0.01%
250
290
$31K 0.01%
2,021
+16
291
$30K 0.01%
466
292
$30K 0.01%
1,500
293
$29K 0.01%
+2,000
294
$29K 0.01%
1,575
295
$28K 0.01%
1,583
296
$27K 0.01%
159
297
$27K 0.01%
+706
298
$27K 0.01%
318
299
$27K 0.01%
490
300
$27K 0.01%
495
10 11
12
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