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
376
$12K ﹤0.01%
300
377
$12K ﹤0.01%
200
378
$12K ﹤0.01%
200
379
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175
380
$12K ﹤0.01%
200
381
$11K ﹤0.01%
642
382
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220
383
$11K ﹤0.01%
430
384
$11K ﹤0.01%
10,000
385
$10K ﹤0.01%
100
386
$10K ﹤0.01%
580
387
$10K ﹤0.01%
819
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273
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200
390
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516
391
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1,000
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$10K ﹤0.01%
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1
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$10K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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