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
351
$15K ﹤0.01%
177
+1
352
$15K ﹤0.01%
10,000
353
$15K ﹤0.01%
750
354
$15K ﹤0.01%
675
355
$14K ﹤0.01%
445
356
$14K ﹤0.01%
836
357
$14K ﹤0.01%
300
358
$14K ﹤0.01%
1,003
359
$14K ﹤0.01%
1,350
360
$14K ﹤0.01%
1,000
361
$13K ﹤0.01%
2,000
362
$13K ﹤0.01%
250
363
$13K ﹤0.01%
450
364
$13K ﹤0.01%
3,099
+24
365
$13K ﹤0.01%
+500
366
$12K ﹤0.01%
1,234
367
$12K ﹤0.01%
+400
368
$12K ﹤0.01%
745
369
$12K ﹤0.01%
1,200
370
$12K ﹤0.01%
+10,000
371
$12K ﹤0.01%
420
372
$12K ﹤0.01%
130
373
$12K ﹤0.01%
250
374
$12K ﹤0.01%
295
375
$12K ﹤0.01%
2,000
13 14
15
16 17