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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K 0.01%
1,050
252
$19K 0.01%
214
253
$19K 0.01%
428
+2
254
$18K 0.01%
1,200
255
$18K 0.01%
500
256
$17K 0.01%
100
257
$17K 0.01%
1,500
258
$17K 0.01%
1,000
259
$17K 0.01%
+600
260
– –
0
261
$17K 0.01%
3,717
262
$16K 0.01%
670
263
$16K 0.01%
+2
264
$16K 0.01%
460
265
$16K 0.01%
2,180
266
$15K 0.01%
450
267
$15K 0.01%
1,549
268
$15K 0.01%
+1,000
269
$15K 0.01%
287
-40
270
$15K 0.01%
200
271
$15K 0.01%
1,000
272
$15K 0.01%
1,350
273
$15K 0.01%
206
+1
274
$15K 0.01%
538
+2
275
$15K 0.01%
249
9 10
11
12 13