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
$298M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.57M
3
+$8.52M
4
F icon
Ford
F
+$6.46M
5
WPZ
Williams Partners L.P.
WPZ
+$6.18M

Top Sells

1
+$11.4M
2
+$9.91M
3
+$6.55M
4
AET
Aetna Inc
AET
+$4.34M
5
GD icon
General Dynamics
GD
+$4.19M

Sector Composition

1 Healthcare 14.02%
2 Technology 12.57%
3 Industrials 12.46%
4 Energy 10.27%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
416
252
$17K 0.01%
330
-200
253
$17K 0.01%
400
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254
$16K 0.01%
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255
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+140
256
$16K 0.01%
915
257
$16K 0.01%
198
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258
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4,500
259
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-4,000
260
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230
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261
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262
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263
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264
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100
265
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266
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267
$15K 0.01%
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268
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269
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271
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221
272
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2,000
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273
$14K ﹤0.01%
670
274
$14K ﹤0.01%
140
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275
$14K ﹤0.01%
1,000
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