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
201
$76K 0.02%
+1,381
202
$75K 0.02%
3,800
203
$75K 0.02%
+3,915
204
$75K 0.02%
4,644
-300
205
$74K 0.02%
500
206
$73K 0.02%
+1,000
207
$73K 0.02%
3,085
-1,820
208
$73K 0.02%
1,520
209
$73K 0.02%
+1,000
210
$72K 0.02%
1,590
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211
$72K 0.02%
3,650
-4,700
212
$69K 0.02%
+6,000
213
$68K 0.02%
600
214
$68K 0.02%
450
215
$67K 0.02%
1,850
216
$66K 0.02%
2,790
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217
$65K 0.02%
598
-6,213
218
$64K 0.02%
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219
$63K 0.02%
6,200
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220
$63K 0.02%
2,170
221
$63K 0.02%
1,110
222
$62K 0.02%
5,181
-6,029
223
$62K 0.02%
4,565
-5,000
224
$62K 0.02%
2,165
-100
225
$61K 0.02%
2,150
-257,640
7 8
9
10 11