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
426
$7K ﹤0.01%
200
427
$7K ﹤0.01%
200
428
$7K ﹤0.01%
400
429
$7K ﹤0.01%
200
430
$7K ﹤0.01%
300
431
$6K ﹤0.01%
200
432
$6K ﹤0.01%
1,000
433
$6K ﹤0.01%
232
434
$6K ﹤0.01%
+500
435
$6K ﹤0.01%
600
436
$6K ﹤0.01%
+400
437
$6K ﹤0.01%
200
438
$6K ﹤0.01%
500
439
$6K ﹤0.01%
1,000
440
$6K ﹤0.01%
200
441
$6K ﹤0.01%
30
442
$6K ﹤0.01%
500
443
$6K ﹤0.01%
303
444
$6K ﹤0.01%
350
445
$6K ﹤0.01%
67
446
$6K ﹤0.01%
300
447
$6K ﹤0.01%
250
448
$6K ﹤0.01%
200
449
$5K ﹤0.01%
255
450
$5K ﹤0.01%
400