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
451
$5K ﹤0.01%
750
-1,000
452
$5K ﹤0.01%
300
453
$5K ﹤0.01%
135
-50
454
$5K ﹤0.01%
300
455
$5K ﹤0.01%
500
456
$5K ﹤0.01%
300
457
$5K ﹤0.01%
300
458
$5K ﹤0.01%
55
459
$5K ﹤0.01%
105
460
$5K ﹤0.01%
500
461
$5K ﹤0.01%
200
-8,000
462
$5K ﹤0.01%
400
463
$5K ﹤0.01%
116
464
$5K ﹤0.01%
300
465
$5K ﹤0.01%
300
466
$4K ﹤0.01%
+200
467
$4K ﹤0.01%
100
468
$4K ﹤0.01%
200
469
$4K ﹤0.01%
25
470
$4K ﹤0.01%
500
471
$4K ﹤0.01%
100
472
$4K ﹤0.01%
+9
473
$4K ﹤0.01%
200
474
$4K ﹤0.01%
500
475
$4K ﹤0.01%
117
-1,000
17 18
19
20 21