EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+3.03%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
347
New
343
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
GE Aerospace
GE
|
$9.07M |
| 2 |
Microsoft
MSFT
|
$8.49M |
| 3 |
Merck
MRK
|
$7.83M |
| 4 |
Pfizer
PFE
|
$7.12M |
| 5 |
EMC
EMC CORPORATION
EMC
|
$6.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 20.6% |
| 2 | Healthcare | 19.66% |
| 3 | Technology | 19.33% |
| 4 | Energy | 12.89% |
| 5 | Materials | 6.42% |
