EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+13.25%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$440M
AUM Growth
+$5.82M
(+1.3%)
Cap. Flow
-$43.1M
Cap. Flow
% of AUM
-9.78%
Top 10 Holdings %
Top 10 Hldgs %
44.13%
Holding
489
New
50
Increased
51
Reduced
108
Closed
104
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$7.42M |
| 2 |
Public Service Enterprise Group
PEG
|
$2.2M |
| 3 |
Verizon
VZ
|
$1.74M |
| 4 |
American Electric Power
AEP
|
$1.65M |
| 5 |
Coca-Cola
KO
|
$1.5M |
Top Sells
| 1 |
Chevron
CVX
|
$7.01M |
| 2 |
Apple
AAPL
|
$6.28M |
| 3 |
Microsoft
MSFT
|
$6.11M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$4.51M |
| 5 |
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% |
