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
326
$20K ﹤0.01%
500
327
$20K ﹤0.01%
420
328
$20K ﹤0.01%
1,375
329
$20K ﹤0.01%
400
330
$20K ﹤0.01%
695
331
$20K ﹤0.01%
500
332
$20K ﹤0.01%
400
+200
333
$19K ﹤0.01%
670
334
$19K ﹤0.01%
465
335
$19K ﹤0.01%
1,145
336
$18K ﹤0.01%
740
337
$18K ﹤0.01%
534
338
$18K ﹤0.01%
522
339
$18K ﹤0.01%
63
340
$18K ﹤0.01%
750
+250
341
$18K ﹤0.01%
1,500
342
$17K ﹤0.01%
100
343
$17K ﹤0.01%
200
344
$17K ﹤0.01%
319
345
$17K ﹤0.01%
179
+1
346
$17K ﹤0.01%
675
347
$16K ﹤0.01%
445
348
$16K ﹤0.01%
836
349
$16K ﹤0.01%
200
-500
350
$16K ﹤0.01%
+300
12 13
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