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
$440M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.2M
3
+$1.74M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
KO icon
Coca-Cola
KO
+$1.5M

Top Sells

1
+$7.01M
2
+$6.28M
3
+$6.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.51M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.71%
3 Financials 11.56%
4 Communication Services 10.42%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K ﹤0.01%
254
-4,966
252
$16K ﹤0.01%
800
253
$15K ﹤0.01%
267
254
$15K ﹤0.01%
100
255
$14K ﹤0.01%
+525
256
$14K ﹤0.01%
80
257
$14K ﹤0.01%
319
258
$14K ﹤0.01%
820
259
$14K ﹤0.01%
800
260
$14K ﹤0.01%
30
261
$14K ﹤0.01%
41
262
$13K ﹤0.01%
1,234
263
$13K ﹤0.01%
100
264
$13K ﹤0.01%
40
+30
265
$12K ﹤0.01%
1,500
266
$11K ﹤0.01%
692
-5,826
267
$10K ﹤0.01%
+120
268
$10K ﹤0.01%
267
269
$10K ﹤0.01%
1,019
+1
270
$9K ﹤0.01%
1,500
271
$9K ﹤0.01%
140
272
$8K ﹤0.01%
274
-28,789
273
$8K ﹤0.01%
2,000
274
$8K ﹤0.01%
180
275
$8K ﹤0.01%
30
9 10
11
12 13