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
26
$5.15M 1.14%
94,373
+3,087
27
$4.67M 1.04%
180,294
+2,147
28
$4.23M 0.94%
38,611
-64,740
29
$4.22M 0.94%
114,665
+671
30
$4.22M 0.94%
44,720
-3,280
31
$4.13M 0.92%
76,270
-29,647
32
$3.83M 0.85%
56,696
+6,988
33
$3.75M 0.83%
128,939
+7,861
34
$3.62M 0.8%
159,555
-11,996
35
$3.42M 0.76%
69,601
-755
36
$3.33M 0.74%
40,691
-733
37
$2.82M 0.63%
33,955
-13,750
38
$2.81M 0.62%
97,973
-11,500
39
$2.34M 0.52%
89,340
-75
40
$2.29M 0.51%
37,173
+3,068
41
$2.26M 0.5%
35,485
-4,700
42
$2.15M 0.48%
99,170
-1,504
43
$2.06M 0.46%
148,985
+3,450
44
$2.03M 0.45%
13,026
+9,979
45
$1.83M 0.41%
76,796
+1,262
46
$1.74M 0.39%
36,752
+11,083
47
$1.74M 0.39%
103,309
+94,234
48
$1.69M 0.37%
11,226
+2,242
49
$1.68M 0.37%
4,610
+5
50
$1.68M 0.37%
38,193
+6,439
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