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
501
$3K ﹤0.01%
1,311
+901
502
$3K ﹤0.01%
50
503
$3K ﹤0.01%
400
504
$2K ﹤0.01%
125
505
$2K ﹤0.01%
+105
506
$2K ﹤0.01%
200
507
$2K ﹤0.01%
336
508
$2K ﹤0.01%
35
509
$2K ﹤0.01%
104
510
$2K ﹤0.01%
120
-10,000
511
$2K ﹤0.01%
137
512
$2K ﹤0.01%
15
513
$2K ﹤0.01%
355
-216
514
$2K ﹤0.01%
17
515
$2K ﹤0.01%
62
516
$2K ﹤0.01%
30
517
$2K ﹤0.01%
350
518
$2K ﹤0.01%
200
519
$2K ﹤0.01%
125
520
$2K ﹤0.01%
2,000
521
$1K ﹤0.01%
36
522
$1K ﹤0.01%
165
-27,000
523
$1K ﹤0.01%
28
524
$1K ﹤0.01%
14
525
$1K ﹤0.01%
+33
19 20
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