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
401
$10K ﹤0.01%
4,000
-1,000
402
$10K ﹤0.01%
200
403
$9K ﹤0.01%
303
404
$9K ﹤0.01%
100
405
$9K ﹤0.01%
500
406
$9K ﹤0.01%
560
407
$9K ﹤0.01%
+400
408
$9K ﹤0.01%
1,200
409
$9K ﹤0.01%
+100
410
$9K ﹤0.01%
233
411
$9K ﹤0.01%
420
412
$9K ﹤0.01%
577
413
$9K ﹤0.01%
200
414
$9K ﹤0.01%
300
415
$9K ﹤0.01%
200
416
$9K ﹤0.01%
300
417
$8K ﹤0.01%
200
418
$8K ﹤0.01%
464
419
$8K ﹤0.01%
1,000
420
$8K ﹤0.01%
600
421
$8K ﹤0.01%
+267
422
$8K ﹤0.01%
100
423
$8K ﹤0.01%
200
424
$8K ﹤0.01%
120
425
$8K ﹤0.01%
+300
15 16
17
18 19