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
$377M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$8.89M
3
+$8.57M
4
SO icon
Southern Company
SO
+$6.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.84M

Top Sells

1
+$6.3M
2
+$3.73M
3
+$2.68M
4
HAL icon
Halliburton
HAL
+$2.54M
5
AAPL icon
Apple
AAPL
+$1.88M

Sector Composition

1 Technology 17.51%
2 Healthcare 10.41%
3 Communication Services 9.81%
4 Financials 9.55%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35K 0.01%
+2,600
252
$34K 0.01%
200
253
$32K 0.01%
465
254
$32K 0.01%
2,003
255
$31K 0.01%
466
256
$31K 0.01%
275
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257
$30K 0.01%
444
258
$30K 0.01%
6,975
+3,000
259
$29K 0.01%
209
260
$29K 0.01%
1,788
261
$29K 0.01%
159
262
$29K 0.01%
440
+2
263
$29K 0.01%
1,000
264
$28K 0.01%
1,023
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265
$28K 0.01%
457
266
$28K 0.01%
561
267
$28K 0.01%
350
268
$27K 0.01%
3,000
269
$27K 0.01%
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270
$27K 0.01%
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271
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650
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272
$27K 0.01%
1,453
273
$26K 0.01%
1,885
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274
$26K 0.01%
2,000
275
$26K 0.01%
1,000
9 10
11
12 13