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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
1,200
-300
227
$22K 0.01%
225
228
$21K 0.01%
100
229
$21K 0.01%
623
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230
$21K 0.01%
917
231
$21K 0.01%
249
232
$21K 0.01%
800
233
$20K 0.01%
300
-255
234
$20K 0.01%
+500
235
$20K 0.01%
500
236
$19K 0.01%
364
237
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444
238
$19K 0.01%
1,000
-3,500
239
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450
240
$19K 0.01%
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241
$18K 0.01%
102
242
$18K 0.01%
1,000
243
$18K 0.01%
+650
244
$18K 0.01%
340
-3,431
245
$18K 0.01%
500
246
$18K 0.01%
125
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247
$17K 0.01%
1,419
-6
248
$17K 0.01%
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249
$17K 0.01%
214
-350
250
$17K 0.01%
1,350
8 9
10
11 12