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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25K 0.01%
1,000
227
$25K 0.01%
444
228
$25K 0.01%
2,000
229
$25K 0.01%
350
230
$24K 0.01%
1,000
231
$24K 0.01%
+1,250
232
$23K 0.01%
300
233
$23K 0.01%
1,200
234
$23K 0.01%
+454
235
$23K 0.01%
789
+773
236
$23K 0.01%
+345
237
$22K 0.01%
340
238
$22K 0.01%
465
239
$22K 0.01%
1,453
-2,300
240
$22K 0.01%
3,000
241
$21K 0.01%
85
242
$21K 0.01%
+39
243
$21K 0.01%
697
+150
244
$20K 0.01%
1,000
245
$20K 0.01%
225
246
$20K 0.01%
500
247
$20K 0.01%
450
248
$19K 0.01%
+465
249
$19K 0.01%
+459
250
$19K 0.01%
+159
8 9
10
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