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
$260M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.9M
3
+$5.12M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$5.05M
5
VALE icon
Vale
VALE
+$2.63M

Top Sells

1
+$9.35M
2
+$3.15M
3
+$3.03M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
DD icon
DuPont de Nemours
DD
+$1.23M

Sector Composition

1 Technology 16.6%
2 Industrials 14.9%
3 Healthcare 13.71%
4 Energy 11.98%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K 0.01%
416
252
$19K 0.01%
864
253
$19K 0.01%
+8,000
254
$19K 0.01%
+249
255
$18K 0.01%
+990
256
$18K 0.01%
229
257
$18K 0.01%
+233
258
$18K 0.01%
765
259
$17K 0.01%
364
-105
260
$17K 0.01%
2,000
261
$17K 0.01%
2,657
-1,329
262
$17K 0.01%
221
263
$16K 0.01%
670
264
$16K 0.01%
+915
265
$16K 0.01%
412
-409
266
$16K 0.01%
2,600
267
$15K 0.01%
+1,076
268
$15K 0.01%
455
+8
269
$15K 0.01%
100
270
$15K 0.01%
219
+211
271
$14K 0.01%
150
-150
272
$14K 0.01%
962
273
$13K 0.01%
534
274
$13K 0.01%
134
275
$13K 0.01%
1,000
9 10
11
12 13