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
51
$1.11M 0.31%
12,240
52
$1.06M 0.3%
14,842
+14,622
53
$971K 0.27%
39,746
-45
54
$961K 0.27%
28,715
+150
55
$959K 0.27%
67,510
+61,010
56
$931K 0.26%
35,500
-7,825
57
$925K 0.26%
107,392
-640
58
$919K 0.26%
40,111
+31,311
59
$913K 0.26%
6,964
-3,243
60
$897K 0.25%
35,124
+13,375
61
$895K 0.25%
3,583
+224
62
$867K 0.24%
56,055
+6,770
63
$848K 0.24%
12,436
-2,129
64
$830K 0.23%
15,940
-8,159
65
$803K 0.23%
17,030
+3,835
66
$772K 0.22%
77,304
+76,644
67
$746K 0.21%
+32,334
68
$745K 0.21%
47,574
+2,262
69
$738K 0.21%
11,068
+8,893
70
$735K 0.21%
15,843
+3
71
$713K 0.2%
55,955
-7,455
72
$702K 0.2%
45,800
73
$693K 0.2%
11,112
74
$659K 0.19%
18,278
+14,669
75
$634K 0.18%
57,343
-14,637
1 2
3
4 5