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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
200
252
$16K 0.01%
1,000
253
$16K 0.01%
500
254
$16K 0.01%
1,867
255
$16K 0.01%
203
+1
256
$14K 0.01%
660
257
$14K 0.01%
450
258
$14K 0.01%
2,000
259
$14K 0.01%
+2,000
260
$14K 0.01%
176
261
$14K 0.01%
447
262
$13K ﹤0.01%
100
263
$13K ﹤0.01%
400
264
$13K ﹤0.01%
+667
265
$13K ﹤0.01%
200
266
$13K ﹤0.01%
216
267
$13K ﹤0.01%
1,000
268
$13K ﹤0.01%
+500
269
$13K ﹤0.01%
962
270
$12K ﹤0.01%
670
271
$12K ﹤0.01%
250
272
$12K ﹤0.01%
915
273
$12K ﹤0.01%
1,200
274
$12K ﹤0.01%
3,717
275
$11K ﹤0.01%
534
9 10
11
12 13