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
$406M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.13M
3
+$4.94M
4
HAL icon
Halliburton
HAL
+$4.52M
5
ETN icon
Eaton
ETN
+$3.84M

Top Sells

1
+$13.1M
2
+$3.58M
3
+$1.61M
4
MRK icon
Merck
MRK
+$1.34M
5
PG icon
Procter & Gamble
PG
+$1.34M

Sector Composition

1 Technology 16.15%
2 Healthcare 11.36%
3 Financials 8.55%
4 Energy 8.13%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55K 0.01%
+2,716
227
$54K 0.01%
10,200
228
$54K 0.01%
4,000
229
$53K 0.01%
1,025
230
$53K 0.01%
275
-2,006
231
$52K 0.01%
299
232
$52K 0.01%
+2,000
233
$51K 0.01%
12,300
234
$51K 0.01%
3,250
+2,750
235
$50K 0.01%
1,200
-225
236
$49K 0.01%
+2,000
237
$47K 0.01%
2,028
+7
238
$47K 0.01%
+875
239
$46K 0.01%
275
240
$45K 0.01%
700
241
$45K 0.01%
+2,200
242
$44K 0.01%
1,272
243
$43K 0.01%
962
244
$43K 0.01%
145
245
$43K 0.01%
587
+310
246
$43K 0.01%
+1,700
247
$43K 0.01%
4,217
248
$42K 0.01%
826
249
$41K 0.01%
1,474
+75
250
$41K 0.01%
+3,000
8 9
10
11 12