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
$220M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.5M
3
+$6M
4
PFE icon
Pfizer
PFE
+$5.44M
5
M icon
Macy's
M
+$5.05M

Top Sells

1
+$12.7M
2
+$9.68M
3
+$8.67M
4
AA icon
Alcoa
AA
+$6.35M
5
UPS icon
United Parcel Service
UPS
+$5.91M

Sector Composition

1 Healthcare 14.43%
2 Technology 13.04%
3 Industrials 11.44%
4 Communication Services 10.42%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
2,513
-28,085
227
$19K 0.01%
1,050
+600
228
$19K 0.01%
500
229
$19K 0.01%
426
-358
230
$19K 0.01%
3,000
231
$19K 0.01%
249
232
$18K 0.01%
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233
$18K 0.01%
460
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234
$18K 0.01%
214
235
$18K 0.01%
547
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236
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+1,000
237
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600
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238
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239
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240
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241
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100
242
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243
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450
244
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246
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247
$15K 0.01%
962
248
$14K 0.01%
100
249
$14K 0.01%
670
250
$14K 0.01%
534
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10
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