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
176
$104K 0.03%
31,080
+26,040
177
$101K 0.03%
1,944
-14,403
178
$101K 0.03%
2,031
179
$100K 0.03%
2,530
180
$100K 0.03%
1,566
-1,972
181
$97K 0.03%
632
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182
$97K 0.03%
725
183
$94K 0.03%
3,800
184
$94K 0.03%
800
185
$94K 0.03%
540
186
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1,100
-2,500
187
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188
$91K 0.03%
8,150
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189
$91K 0.03%
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190
$91K 0.03%
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191
$91K 0.03%
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192
$90K 0.03%
515
193
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194
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195
$84K 0.02%
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196
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197
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198
$79K 0.02%
500
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199
$78K 0.02%
1,419
200
$76K 0.02%
540
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