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
51
$1.65M 0.37%
106,693
+23,408
52
$1.49M 0.33%
57,862
+3,861
53
$1.39M 0.31%
23,646
-89
54
$1.3M 0.29%
25,823
+775
55
$1.23M 0.27%
11,886
+146
56
$1.22M 0.27%
+47,514
57
$1.22M 0.27%
13,879
+16
58
$1.21M 0.27%
6,278
-508
59
$1.19M 0.26%
12,240
60
$1.19M 0.26%
84,336
+7,459
61
$1.17M 0.26%
42,500
62
$1.17M 0.26%
69,872
+8,754
63
$1.11M 0.25%
28,726
+11
64
$1.11M 0.25%
21,766
-794
65
$1.01M 0.22%
97,624
-3,976
66
$997K 0.22%
3,408
+419
67
$970K 0.22%
13,358
-444
68
$967K 0.21%
39,865
-500
69
$948K 0.21%
18,445
-313
70
$943K 0.21%
36,346
-3,400
71
$925K 0.21%
15,502
-64
72
$866K 0.19%
33,882
+29,882
73
$864K 0.19%
35,111
-2,650
74
$857K 0.19%
60,790
+590
75
$845K 0.19%
12,094
+9,950
1 2
3
4 5