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
26
$3.58M 1.01%
91,911
-101,864
27
$3.55M 1%
103,649
-341,403
28
$3.5M 0.99%
46,560
+3,180
29
$3.21M 0.91%
+60,205
30
$3.02M 0.85%
122,634
+15,634
31
$2.96M 0.84%
67,870
-348,528
32
$2.26M 0.64%
34,491
-7,091
33
$2.08M 0.59%
109,241
+57,247
34
$1.96M 0.55%
79,265
+41,190
35
$1.96M 0.55%
31,309
-70,453
36
$1.85M 0.52%
12,043
-639
37
$1.79M 0.51%
145,535
+58,690
38
$1.76M 0.5%
14,516
+228
39
$1.7M 0.48%
80,546
+78,746
40
$1.69M 0.48%
+42,138
41
$1.68M 0.47%
78,051
-444,955
42
$1.6M 0.45%
30,622
+13,552
43
$1.42M 0.4%
59,874
+8,031
44
$1.23M 0.35%
8,974
+5,014
45
$1.19M 0.34%
25,868
-625
46
$1.19M 0.33%
3,677
+1,650
47
$1.18M 0.33%
31,479
-4,980
48
$1.16M 0.33%
20,721
-3,066
49
$1.15M 0.32%
11,740
50
$1.14M 0.32%
22,554
+3,001
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