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
$239M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.52M
3
+$6.13M
4
T icon
AT&T
T
+$4.09M
5
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.95M

Top Sells

1
+$5.81M
2
+$5.45M
3
+$5.3M
4
DD icon
DuPont de Nemours
DD
+$5.14M
5
EMR icon
Emerson Electric
EMR
+$3.81M

Sector Composition

1 Energy 16.31%
2 Industrials 13.8%
3 Technology 13.55%
4 Healthcare 10.02%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
2,600
227
$23K 0.01%
450
+50
228
$23K 0.01%
479
-92
229
$21K 0.01%
857
-754
230
$21K 0.01%
1,688
231
$21K 0.01%
665
-88
232
$21K 0.01%
+1,000
233
$21K 0.01%
465
234
$21K 0.01%
240
-35
235
$21K 0.01%
+1,000
236
$20K 0.01%
782
237
$20K 0.01%
335
238
$19K 0.01%
229
239
$19K 0.01%
864
240
$19K 0.01%
+300
241
$19K 0.01%
221
242
$19K 0.01%
+765
243
$18K 0.01%
+1,526
244
$18K 0.01%
450
245
$18K 0.01%
1,000
246
$18K 0.01%
240
-35
247
$18K 0.01%
1,000
+200
248
$17K 0.01%
364
249
$17K 0.01%
416
250
$17K 0.01%
+333
8 9
10
11 12