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
$440M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.2M
3
+$1.74M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
KO icon
Coca-Cola
KO
+$1.5M

Top Sells

1
+$7.01M
2
+$6.28M
3
+$6.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.51M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.71%
3 Financials 11.56%
4 Communication Services 10.42%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
250
-51
227
$23K 0.01%
3,000
228
$23K 0.01%
1,050
229
$23K 0.01%
260
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230
$23K 0.01%
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-335
231
$23K 0.01%
900
-6,425
232
$23K 0.01%
400
233
$22K 0.01%
465
234
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+600
235
$22K 0.01%
3,000
236
$20K ﹤0.01%
525
237
$19K ﹤0.01%
638
238
$19K ﹤0.01%
400
239
$19K ﹤0.01%
522
240
$19K ﹤0.01%
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241
$19K ﹤0.01%
1,500
242
$18K ﹤0.01%
47
243
$18K ﹤0.01%
47
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$18K ﹤0.01%
300
245
$18K ﹤0.01%
290
246
$17K ﹤0.01%
336
247
$17K ﹤0.01%
280
-2,013
248
$17K ﹤0.01%
300
249
$17K ﹤0.01%
750
250
$17K ﹤0.01%
110
-62
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10
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