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
$393M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$2.56M
3
+$2.26M
4
T icon
AT&T
T
+$1.6M
5
PG icon
Procter & Gamble
PG
+$1.3M

Top Sells

1
+$7.34M
2
+$2.43M
3
+$2.26M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.25M

Sector Composition

1 Technology 16.78%
2 Healthcare 11.23%
3 Communication Services 10.54%
4 Financials 7.12%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.01%
4,500
252
$44K 0.01%
+855
253
$43K 0.01%
2,000
254
$43K 0.01%
+728
255
$43K 0.01%
852
256
$43K 0.01%
145
257
$43K 0.01%
450
-595
258
$42K 0.01%
+545
259
$42K 0.01%
1,200
+450
260
$42K 0.01%
1,272
261
$41K 0.01%
3,258
-450
262
$41K 0.01%
+2,007
263
$41K 0.01%
+1,968
264
$40K 0.01%
80
265
$40K 0.01%
2,401
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266
$39K 0.01%
+375
267
$39K 0.01%
+1,897
268
$39K 0.01%
3,500
269
$38K 0.01%
2,201
270
$38K 0.01%
800
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271
$38K 0.01%
3,000
272
$38K 0.01%
275
273
$37K 0.01%
200
274
$36K 0.01%
+205
275
$36K 0.01%
311
9 10
11
12 13