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
526
$1K ﹤0.01%
20
-5,000
527
$1K ﹤0.01%
39
528
$1K ﹤0.01%
67
529
$1K ﹤0.01%
214
530
$1K ﹤0.01%
1,000
531
$1K ﹤0.01%
+10
532
$1K ﹤0.01%
1,400
533
$1K ﹤0.01%
+11
534
$0 ﹤0.01%
15
535
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536
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537
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538
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539
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540
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541
$0 ﹤0.01%
6
542
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543
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544
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545
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546
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547
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548
$0 ﹤0.01%
50
549
– –
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550
– –
-30,000
20 21
22
23 24