EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
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 13.01%
3 Industrials 11.46%
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%
340
227
$19K 0.01%
249
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$19K 0.01%
3,000
229
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852
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230
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232
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233
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+1,000
234
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547
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235
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214
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460
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237
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238
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239
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240
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241
$15K 0.01%
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242
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247
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100
248
$14K 0.01%
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249
$14K 0.01%
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250
$14K 0.01%
166
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10
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