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
351
$16K ﹤0.01%
1,350
352
$16K ﹤0.01%
200
353
$16K ﹤0.01%
10,000
354
$16K ﹤0.01%
500
355
$15K ﹤0.01%
100
356
$15K ﹤0.01%
295
357
$15K ﹤0.01%
+200
358
$15K ﹤0.01%
300
359
$15K ﹤0.01%
1,350
360
$15K ﹤0.01%
100
361
$14K ﹤0.01%
472
+217
362
$14K ﹤0.01%
880
+480
363
$14K ﹤0.01%
2,000
364
$14K ﹤0.01%
250
365
$14K ﹤0.01%
3,520
366
$14K ﹤0.01%
200
367
$14K ﹤0.01%
500
368
$14K ﹤0.01%
1,003
369
$13K ﹤0.01%
200
370
$13K ﹤0.01%
1,234
371
$13K ﹤0.01%
+267
372
$13K ﹤0.01%
130
373
$13K ﹤0.01%
250
374
$13K ﹤0.01%
819
375
$13K ﹤0.01%
200
13 14
15
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