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
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
27,000
252
$13K 0.01%
200
253
$12K 0.01%
580
254
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255
$12K 0.01%
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256
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800
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257
$11K 0.01%
439
258
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259
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260
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261
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1,250
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262
$10K ﹤0.01%
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263
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191
264
$10K ﹤0.01%
750
265
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266
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267
$10K ﹤0.01%
22
268
$10K ﹤0.01%
537
269
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270
$9K ﹤0.01%
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271
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319
272
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273
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7,000
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274
$8K ﹤0.01%
750
275
$8K ﹤0.01%
265
9 10
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12 13