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
$406M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.13M
3
+$4.94M
4
HAL icon
Halliburton
HAL
+$4.52M
5
ETN icon
Eaton
ETN
+$3.84M

Top Sells

1
+$13.1M
2
+$3.58M
3
+$1.61M
4
MRK icon
Merck
MRK
+$1.34M
5
PG icon
Procter & Gamble
PG
+$1.34M

Sector Composition

1 Technology 16.15%
2 Healthcare 11.36%
3 Financials 8.55%
4 Energy 8.13%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.01%
311
252
$40K 0.01%
2,000
253
$40K 0.01%
+3,000
254
$40K 0.01%
1,584
255
$39K 0.01%
240
256
$38K 0.01%
200
257
$38K 0.01%
+1,500
258
$38K 0.01%
1,500
259
$38K 0.01%
3,305
-405
260
$37K 0.01%
516
261
$37K 0.01%
399
262
$36K 0.01%
83
263
$36K 0.01%
1,500
264
$35K 0.01%
1,085
-1,085
265
$35K 0.01%
650
266
$35K 0.01%
2,180
267
$34K 0.01%
444
268
$33K 0.01%
446
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269
$32K 0.01%
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270
$32K 0.01%
200
271
$32K 0.01%
20,000
+10,000
272
$32K 0.01%
466
273
$31K 0.01%
1,583
-175
274
$31K 0.01%
1,941
-8,290
275
$31K 0.01%
+2,005
9 10
11
12 13