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
376
$13K ﹤0.01%
200
377
$12K ﹤0.01%
13
378
$12K ﹤0.01%
642
379
$12K ﹤0.01%
+1,500
380
$12K ﹤0.01%
500
381
$12K ﹤0.01%
500
382
$12K ﹤0.01%
745
383
$12K ﹤0.01%
220
384
$11K ﹤0.01%
2,000
385
$11K ﹤0.01%
40
386
$11K ﹤0.01%
516
387
$11K ﹤0.01%
500
388
$11K ﹤0.01%
200
389
$11K ﹤0.01%
430
390
$11K ﹤0.01%
500
391
$11K ﹤0.01%
+1,000
392
$10K ﹤0.01%
+1,000
393
$10K ﹤0.01%
500
394
$10K ﹤0.01%
2,000
395
$10K ﹤0.01%
400
396
$10K ﹤0.01%
200
397
$10K ﹤0.01%
200
398
$10K ﹤0.01%
131
399
$10K ﹤0.01%
675
400
$10K ﹤0.01%
150
14 15
16
17 18