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
301
$25K 0.01%
1,000
302
$24K 0.01%
1,885
-5,000
303
$24K 0.01%
105
304
$23K 0.01%
225
305
$23K 0.01%
2,201
306
$23K 0.01%
500
307
$23K 0.01%
1,575
308
$23K 0.01%
159
309
$23K 0.01%
1,500
310
$22K 0.01%
1,200
311
$22K 0.01%
320
312
$22K 0.01%
1,418
313
$22K 0.01%
1,000
314
$22K 0.01%
2,180
315
$21K 0.01%
3,000
316
$21K 0.01%
500
317
$21K 0.01%
1,093
318
$20K 0.01%
318
319
$20K 0.01%
307
320
$20K 0.01%
+500
321
$20K 0.01%
953
322
$19K 0.01%
2,000
323
$19K 0.01%
670
324
$19K 0.01%
1,050
325
$19K 0.01%
+2,319
11 12
13
14 15