EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+2.25%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$434M
AUM Growth
-$16.4M
(-3.6%)
Cap. Flow
-$24M
Cap. Flow
% of AUM
-5.52%
Top 10 Holdings %
Top 10 Hldgs %
38.02%
Holding
648
New
49
Increased
86
Reduced
86
Closed
35
Top Buys
| 1 |
DocuSign
DOCU
|
+$4.73M |
| 2 |
Gilead Sciences
GILD
|
+$3.84M |
| 3 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
+$2.62M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$2.58M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.39M |
Top Sells
| 1 |
iShares Mortgage Real Estate ETF
REM
|
+$11.2M |
| 2 |
iShares Biotechnology ETF
IBB
|
+$8.15M |
| 3 |
AT&T
T
|
+$7.48M |
| 4 |
Halliburton
HAL
|
+$3.62M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
+$1.68M |
Sector Composition
| 1 | Technology | 18.01% |
| 2 | Healthcare | 11.61% |
| 3 | Communication Services | 8.63% |
| 4 | Financials | 8.5% |
| 5 | Industrials | 6.74% |
