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
451
$6K ﹤0.01%
300
452
$6K ﹤0.01%
200
453
$6K ﹤0.01%
126
-2,500
454
$5K ﹤0.01%
100
455
$5K ﹤0.01%
300
456
$5K ﹤0.01%
135
457
$5K ﹤0.01%
100
458
$5K ﹤0.01%
80
459
$5K ﹤0.01%
500
460
$5K ﹤0.01%
+1,000
461
$5K ﹤0.01%
189
-10
462
$5K ﹤0.01%
1
463
$5K ﹤0.01%
216
464
$5K ﹤0.01%
20
-85
465
$5K ﹤0.01%
55
466
$5K ﹤0.01%
350
467
$5K ﹤0.01%
800
468
$5K ﹤0.01%
300
469
$4K ﹤0.01%
50
470
$4K ﹤0.01%
165
471
$4K ﹤0.01%
200
472
$4K ﹤0.01%
25
473
$4K ﹤0.01%
100
474
$4K ﹤0.01%
500
475
$4K ﹤0.01%
50
17 18
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