EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
+$5.16M
2
+$4.51M
3
+$3.02M
4
EMR icon
Emerson Electric
EMR
+$2.56M
5
QCOM icon
Qualcomm
QCOM
+$2.39M

Top Sells

1
+$6.57M
2
+$5.43M
3
+$3.28M
4
BABA icon
Alibaba
BABA
+$3.16M
5
UPS icon
United Parcel Service
UPS
+$3.12M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.23%
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%
225
227
$21K 0.01%
100
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$21K 0.01%
623
-82
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917
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249
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800
232
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$20K 0.01%
500
235
$19K 0.01%
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444
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1,000
-3,500
238
$19K 0.01%
450
239
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240
$18K 0.01%
340
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241
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500
242
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125
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243
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102
244
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245
$18K 0.01%
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246
$17K 0.01%
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247
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248
$17K 0.01%
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249
$17K 0.01%
214
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250
$17K 0.01%
200
8 9
10
11 12