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
$260M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.9M
3
+$5.12M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$5.05M
5
VALE icon
Vale
VALE
+$2.63M

Top Sells

1
+$9.35M
2
+$3.15M
3
+$3.03M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
DD icon
DuPont de Nemours
DD
+$1.23M

Sector Composition

1 Technology 16.6%
2 Industrials 14.9%
3 Healthcare 13.71%
4 Energy 11.98%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
+2,000
227
$28K 0.01%
2,217
228
$26K 0.01%
610
229
$26K 0.01%
+71
230
$26K 0.01%
2,550
231
$26K 0.01%
1,000
232
$26K 0.01%
600
233
$25K 0.01%
341
234
$25K 0.01%
2,000
235
$24K 0.01%
82
236
$24K 0.01%
1,200
+200
237
$23K 0.01%
3,900
238
$23K 0.01%
665
239
$22K 0.01%
294
-41
240
$22K 0.01%
465
241
$21K 0.01%
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242
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1,400
-6,000
243
$21K 0.01%
200
244
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245
$21K 0.01%
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246
$20K 0.01%
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247
$20K 0.01%
450
248
$20K 0.01%
1,600
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249
$19K 0.01%
1,526
250
$19K 0.01%
450
8 9
10
11 12