EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.51M
3
+$1.81M
4
FCX icon
Freeport-McMoran
FCX
+$1.37M
5
EMC
EMC CORPORATION
EMC
+$1.17M

Top Sells

1
+$11.3M
2
+$8.58M
3
+$5.89M
4
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$1.78M
5
PM icon
Philip Morris
PM
+$956K

Sector Composition

1 Industrials 15.96%
2 Energy 15.12%
3 Healthcare 13.81%
4 Technology 13.57%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
1,000
252
$17K 0.01%
670
253
$17K 0.01%
659
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325
-154
255
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2,000
256
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257
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962
258
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259
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100
260
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+3,500
261
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200
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262
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134
263
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264
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340
265
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580
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268
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250
269
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270
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274
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275
$11K ﹤0.01%
27,000
9 10
11
12 13