EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$6.79M
3
+$5.04M
4
PCG icon
PG&E
PCG
+$5M
5
IBM icon
IBM
IBM
+$3.45M

Top Sells

1
+$8.51M
2
+$5.78M
3
+$5.01M
4
SO icon
Southern Company
SO
+$4.08M
5
QCOM icon
Qualcomm
QCOM
+$2.79M

Sector Composition

1 Technology 19.28%
2 Healthcare 11.52%
3 Communication Services 10.87%
4 Industrials 10.31%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.01%
200
252
$33K 0.01%
507
253
– –
0
254
$33K 0.01%
3,262
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255
$32K 0.01%
465
256
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1,525
257
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+1,324
258
$32K 0.01%
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259
$31K 0.01%
561
260
$30K 0.01%
420
261
$30K 0.01%
411
262
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263
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264
$29K 0.01%
1,453
265
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$28K 0.01%
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269
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270
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274
$28K 0.01%
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275
$27K 0.01%
1,000
9 10
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12 13